Private Wealth Partners’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-7,237
| Closed | -$541K | – | 124 |
|
|
2019
Q1 | $541K | Buy |
+7,237
| New | +$541K | 0.09% | 81 |
|
|
2018
Q1 | – | Sell |
-2,800
| Closed | -$224K | – | 122 |
|
|
2017
Q4 | $224K | Hold |
2,800
| – | – | 0.04% | 125 |
|
|
2017
Q3 | $212K | Hold |
2,800
| – | – | 0.04% | 116 |
|
|
2017
Q2 | $206K | Hold |
2,800
| – | – | 0.04% | 109 |
|
|
2017
Q1 | $209K | Hold |
2,800
| – | – | 0.05% | 108 |
|
|
2016
Q4 | $201K | Buy |
+2,800
| New | +$201K | 0.05% | 108 |
|
|
2014
Q2 | – | Sell |
-13,650
| Closed | -$915K | – | 157 |
|
|
2014
Q1 | $915K | Buy |
13,650
+800
| +6% | +$53.6K | 0.22% | 92 |
|
|
2013
Q4 | $857K | Sell |
12,850
-200
| -2% | -$13.3K | 0.19% | 96 |
|
|
2013
Q3 | $872K | Hold |
13,050
| – | – | 0.21% | 96 |
|
|
2013
Q2 | $757K | Buy |
+13,050
| New | +$757K | 0.19% | 99 |
|