Omnia Family Wealth’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-61
| Closed | -$5K | – | 150 |
|
|
2019
Q1 | $5K | Hold |
61
| – | – | ﹤0.01% | 304 |
|
|
2018
Q4 | $4K | Hold |
61
| – | – | ﹤0.01% | 298 |
|
|
2018
Q3 | $5K | Hold |
61
| – | – | ﹤0.01% | 301 |
|
|
2018
Q2 | $5K | Hold |
61
| – | – | ﹤0.01% | 304 |
|
|
2018
Q1 | $5K | Hold |
61
| – | – | ﹤0.01% | 303 |
|
|
2017
Q4 | $5K | Hold |
61
| – | – | ﹤0.01% | 327 |
|
|
2017
Q3 | $5K | Hold |
61
| – | – | ﹤0.01% | 332 |
|
|
2017
Q2 | $4K | Hold |
61
| – | – | ﹤0.01% | 441 |
|
|
2017
Q1 | $5K | Hold |
61
| – | – | ﹤0.01% | 364 |
|
|
2016
Q4 | $4K | Buy |
+61
| New | +$4K | ﹤0.01% | 418 |
|