Perigon Wealth Management’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-543
| Closed | -$41K | – | 550 |
|
|
2020
Q4 | $41K | Buy |
+543
| New | +$41K | ﹤0.01% | 793 |
|
|
2018
Q2 | – | Sell |
-1,728
| Closed | -$131K | – | 280 |
|
|
2018
Q1 | $131K | Buy |
1,728
+719
| +71% | +$54.5K | 0.05% | 207 |
|
|
2017
Q4 | $81K | Buy |
1,009
+2
| +0.2% | +$161 | 0.03% | 230 |
|
|
2017
Q3 | $76K | Buy |
1,007
+41
| +4% | +$3.09K | 0.02% | 293 |
|
|
2017
Q2 | $71K | Sell |
966
-82
| -8% | -$6.03K | 0.02% | 339 |
|
|
2017
Q1 | $78K | Sell |
1,048
-190
| -15% | -$14.1K | 0.02% | 332 |
|
|
2016
Q4 | $95K | Sell |
1,238
-53
| -4% | -$4.07K | 0.02% | 293 |
|
|
2016
Q3 | $85K | Buy |
+1,291
| New | +$85K | 0.02% | 253 |
|