Pittenger & Anderson Inc’s Bank of Montreal BMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-22,080
| Closed | -$2.12M | – | 458 |
|
|
2022
Q2 | $2.12M | Sell |
22,080
-870
| -4% | -$83.7K | 0.12% | 130 |
|
|
2022
Q1 | $2.71M | Buy |
+22,950
| New | +$2.71M | 0.13% | 129 |
|
|
2016
Q1 | – | Sell |
-7,500
| Closed | -$423K | – | 383 |
|
|
2015
Q4 | $423K | Hold |
7,500
| – | – | 0.05% | 210 |
|
|
2015
Q3 | $409K | Sell |
7,500
-400
| -5% | -$21.8K | 0.05% | 216 |
|
|
2015
Q2 | $468K | Buy |
7,900
+3,500
| +80% | +$207K | 0.06% | 212 |
|
|
2015
Q1 | $264K | Sell |
4,400
-3,500
| -44% | -$210K | 0.03% | 242 |
|
|
2014
Q4 | $559K | Hold |
7,900
| – | – | 0.07% | 184 |
|
|
2014
Q3 | $582K | Hold |
7,900
| – | – | 0.09% | 172 |
|
|
2014
Q2 | $581K | Buy |
7,900
+1,150
| +17% | +$84.6K | 0.09% | 179 |
|
|
2014
Q1 | $452K | Hold |
6,750
| – | – | 0.06% | 232 |
|
|
2013
Q4 | $450K | Hold |
6,750
| – | – | 0.06% | 230 |
|
|
2013
Q3 | $451K | Buy |
6,750
+750
| +13% | +$50.1K | 0.07% | 220 |
|
|
2013
Q2 | $348K | Buy |
+6,000
| New | +$348K | 0.06% | 230 |
|