Plante Moran Financial Advisors’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 |
-588
| Closed | -$44K | – | 823 |
|
|
2018
Q1 | $44K | Sell |
588
-122
| -17% | -$9.13K | 0.02% | 364 |
|
|
2017
Q4 | $57K | Buy |
710
+150
| +27% | +$12K | 0.03% | 312 |
|
|
2017
Q3 | $42K | Sell |
560
-140
| -20% | -$10.5K | 0.03% | 341 |
|
|
2017
Q2 | $51K | Buy |
700
+432
| +161% | +$31.5K | 0.03% | 310 |
|
|
2017
Q1 | $20K | Buy |
268
+111
| +71% | +$8.28K | 0.01% | 480 |
|
|
2016
Q4 | $11K | Buy |
+157
| New | +$11K | 0.01% | 567 |
|
|
2013
Q3 | – | Sell |
-65
| Closed | -$4K | – | 636 |
|
|
2013
Q2 | $4K | Buy |
+65
| New | +$4K | ﹤0.01% | 457 |
|