Next Financial Group’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $19K | Hold |
179
| – | – | ﹤0.01% | 1899 |
|
|
2021
Q3 | $18K | Buy |
179
+35
| +24% | +$3.52K | ﹤0.01% | 1833 |
|
|
2021
Q2 | $15K | Hold |
144
| – | – | ﹤0.01% | 1845 |
|
|
2021
Q1 | $13K | Hold |
144
| – | – | ﹤0.01% | 1787 |
|
|
2020
Q4 | $11K | Hold |
144
| – | – | ﹤0.01% | 1741 |
|
|
2020
Q3 | $8K | Buy |
+144
| New | +$8K | ﹤0.01% | 1676 |
|
|
2020
Q2 | – | Sell |
-444
| Closed | -$22K | – | 756 |
|
|
2020
Q1 | $22K | Sell |
444
-62
| -12% | -$3.07K | ﹤0.01% | 1228 |
|
|
2019
Q4 | $39K | Hold |
506
| – | – | ﹤0.01% | 1279 |
|
|
2019
Q3 | $37K | Sell |
506
-12
| -2% | -$877 | ﹤0.01% | 1229 |
|
|
2019
Q2 | $39K | Buy |
518
+144
| +39% | +$10.8K | ﹤0.01% | 1240 |
|
|
2019
Q1 | $28K | Sell |
374
-144
| -28% | -$10.8K | 0.01% | 875 |
|
|
2018
Q4 | $34K | Buy |
518
+144
| +39% | +$9.45K | 0.01% | 915 |
|
|
2018
Q3 | $31K | Buy |
+374
| New | +$31K | 0.01% | 651 |
|
|
2017
Q4 | – | Sell |
-355
| Closed | -$28K | – | 385 |
|
|
2017
Q3 | $28K | Hold |
355
| – | – | 0.01% | 867 |
|
|
2017
Q2 | $26K | Sell |
355
-25
| -7% | -$1.83K | 0.01% | 977 |
|
|
2017
Q1 | $27K | Sell |
380
-52
| -12% | -$3.7K | 0.01% | 938 |
|
|
2016
Q4 | $31K | Hold |
432
| – | – | 0.01% | 1156 |
|
|
2016
Q3 | $28K | Buy |
432
+102
| +31% | +$6.61K | 0.01% | 1196 |
|
|
2016
Q2 | $20K | Hold |
330
| – | – | 0.01% | 965 |
|
|
2016
Q1 | $20K | Hold |
330
| – | – | 0.01% | 925 |
|
|
2015
Q4 | $18K | Hold |
330
| – | – | 0.01% | 957 |
|
|
2015
Q3 | $18K | Sell |
330
-1,071
| -76% | -$58.4K | 0.01% | 983 |
|
|
2015
Q2 | $83K | Sell |
1,401
-341
| -20% | -$20.2K | 0.03% | 520 |
|
|
2015
Q1 | $104K | Sell |
1,742
-18
| -1% | -$1.08K | 0.03% | 454 |
|
|
2014
Q4 | $124K | Sell |
1,760
-6,078
| -78% | -$428K | 0.04% | 393 |
|
|
2014
Q3 | $577K | Sell |
7,838
-7,250
| -48% | -$534K | 0.11% | 200 |
|
|
2014
Q2 | $1.09M | Buy |
+15,088
| New | +$1.09M | 0.57% | 40 |
|