Partnervest Advisory Services’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-3,223
| Closed | -$258K | – | 189 |
|
|
2017
Q4 | $258K | Buy |
+3,223
| New | +$258K | 0.13% | 154 |
|
|
2017
Q3 | – | Sell |
-5,219
| Closed | -$383K | – | 182 |
|
|
2017
Q2 | $383K | Buy |
5,219
+2
| +0% | +$147 | 0.17% | 124 |
|
|
2017
Q1 | $390K | Sell |
5,217
-1,998
| -28% | -$149K | 0.18% | 116 |
|
|
2016
Q4 | $519K | Buy |
+7,215
| New | +$519K | 0.24% | 84 |
|
|
2015
Q4 | – | Sell |
-10,378
| Closed | -$566K | – | 173 |
|
|
2015
Q3 | $566K | Buy |
10,378
+6,752
| +186% | +$368K | 0.32% | 63 |
|
|
2015
Q2 | $215K | Buy |
+3,626
| New | +$215K | 0.11% | 169 |
|
|
2014
Q3 | – | Sell |
-476
| Closed | -$35K | – | 223 |
|
|
2014
Q2 | $35K | Sell |
476
-238
| -33% | -$17.5K | 0.02% | 426 |
|
|
2014
Q1 | $48K | Sell |
714
-6
| -0.8% | -$403 | 0.02% | 330 |
|
|
2013
Q4 | $48K | Buy |
+720
| New | +$48K | 0.02% | 317 |
|
|
2013
Q3 | – | Sell |
-500
| Closed | -$29K | – | 1011 |
|
|
2013
Q2 | $29K | Buy |
+500
| New | +$29K | 0.01% | 331 |
|