Patriot Financial Group Insurance Agency’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
Q2 | – | Sell |
-1,500
| Closed | -$112K | – | 620 |
|
|
2018
Q1 | $112K | Buy |
1,500
+100
| +7% | +$7.47K | 0.08% | 195 |
|
|
2017
Q4 | $113K | Sell |
1,400
-350
| -20% | -$28.3K | 0.08% | 189 |
|
|
2017
Q3 | $134K | Sell |
1,750
-100
| -5% | -$7.66K | 0.12% | 143 |
|
|
2017
Q2 | $138K | Hold |
1,850
| – | – | 0.14% | 130 |
|
|
2017
Q1 | $137K | Hold |
1,850
| – | – | 0.14% | 119 |
|
|
2016
Q4 | $137K | Buy |
+1,850
| New | +$137K | 0.19% | 111 |
|