Placemark Investments’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $1.01M | Buy |
14,284
+2,627
| +23% | +$186K | 0.02% | 870 |
|
|
2014
Q3 | $855K | Buy |
11,657
+124
| +1% | +$9.1K | 0.02% | 948 |
|
|
2014
Q2 | $848K | Buy |
11,533
+1,330
| +13% | +$97.8K | 0.02% | 941 |
|
|
2014
Q1 | $683K | Buy |
10,203
+380
| +4% | +$25.4K | 0.01% | 983 |
|
|
2013
Q4 | $655K | Buy |
9,823
+73
| +0.7% | +$4.87K | 0.01% | 1030 |
|
|
2013
Q3 | $652K | Buy |
9,750
+280
| +3% | +$18.7K | 0.01% | 982 |
|
|
2013
Q2 | $549K | Buy |
+9,470
| New | +$549K | 0.01% | 999 |
|