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Neuburgh Advisers’s Bank of Montreal BMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $657K | Buy |
9,180
+68
| +0.7% | +$4.87K | 0.02% | 402 |
|
|
2019
Q2 | $661K | Buy |
9,112
+1,122
| +14% | +$81.4K | 0.02% | 396 |
|
|
2019
Q1 | $585K | Hold |
7,990
| – | – | 0.02% | 412 |
|
|
2018
Q4 | $540K | Buy |
7,990
+34
| +0.4% | +$2.3K | 0.02% | 393 |
|
|
2018
Q3 | $649K | Buy |
7,956
+4,964
| +166% | +$405K | 0.02% | 396 |
|
|
2018
Q2 | $231K | Hold |
2,992
| – | – | 0.01% | 616 |
|
|
2018
Q1 | $226K | Hold |
2,992
| – | – | 0.01% | 611 |
|
|
2017
Q4 | $239K | Hold |
2,992
| – | – | 0.01% | 610 |
|
|
2017
Q3 | $226K | Sell |
2,992
-195,432
| -98% | -$14.8M | 0.01% | 575 |
|
|
2017
Q2 | $14.6M | Sell |
198,424
-7,684
| -4% | -$564K | 0.55% | 47 |
|
|
2017
Q1 | $15.4M | Sell |
206,108
-14,450
| -7% | -$1.08M | 0.61% | 42 |
|
|
2016
Q4 | $15.9M | Buy |
+220,558
| New | +$15.9M | 0.71% | 38 |
|