Princeton Alpha 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-3,878
| Closed | -$254K | – | 704 |
|
|
2016
Q3 | $254K | Buy |
+3,878
| New | +$254K | 0.05% | 566 |
|
|
2016
Q2 | – | Sell |
-5,019
| Closed | -$305K | – | 778 |
|
|
2016
Q1 | $305K | Buy |
+5,019
| New | +$305K | 0.05% | 517 |
|
|
2015
Q2 | – | Sell |
-7,228
| Closed | -$433K | – | 714 |
|
|
2015
Q1 | $433K | Buy |
+7,228
| New | +$433K | 0.09% | 307 |
|