Northern Capital Management (Wisconsin)’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-3,440
| Closed | -$226K | – | 140 |
|
|
2016
Q3 | $226K | Buy |
+3,440
| New | +$226K | 0.1% | 127 |
|
|
2014
Q4 | – | Sell |
-3,022
| Closed | -$222K | – | 143 |
|
|
2014
Q3 | $222K | Hold |
3,022
| – | – | 0.11% | 126 |
|
|
2014
Q2 | $222K | Hold |
3,022
| – | – | 0.11% | 139 |
|
|
2014
Q1 | $203K | Buy |
+3,022
| New | +$203K | 0.1% | 144 |
|
|
2013
Q3 | – | Sell |
-3,472
| Closed | -$201K | – | 132 |
|
|
2013
Q2 | $201K | Buy |
+3,472
| New | +$201K | 0.13% | 117 |
|