Pekin Hardy Strauss’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-2,933
| Closed | -$222K | – | 187 |
|
|
2017
Q3 | $222K | Hold |
2,933
| – | – | 0.04% | 162 |
|
|
2017
Q2 | $215K | Sell |
2,933
-1,000
| -25% | -$73.3K | 0.03% | 164 |
|
|
2017
Q1 | $294K | Buy |
3,933
+400
| +11% | +$29.9K | 0.06% | 143 |
|
|
2016
Q4 | $254K | Buy |
3,533
+100
| +3% | +$7.19K | 0.02% | 146 |
|
|
2016
Q3 | $225K | Hold |
3,433
| – | – | 0.04% | 143 |
|
|
2016
Q2 | $218K | Buy |
+3,433
| New | +$218K | 0.05% | 146 |
|
|
2014
Q2 | – | Sell |
-3,433
| Closed | -$230K | – | 142 |
|
|
2014
Q1 | $230K | Buy |
+3,433
| New | +$230K | 0.04% | 117 |
|