Proficio Capital 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
Q3 | – | Sell |
-152
| Closed | -$11K | – | 319 |
|
|
2019
Q2 | $11K | Sell |
152
-15
| -9% | -$1.09K | ﹤0.01% | 895 |
|
|
2019
Q1 | $12K | Sell |
167
-307
| -65% | -$22.1K | ﹤0.01% | 817 |
|
|
2018
Q4 | $31K | Sell |
474
-355
| -43% | -$23.2K | 0.01% | 421 |
|
|
2018
Q3 | $68K | Buy |
829
+26
| +3% | +$2.13K | 0.02% | 276 |
|
|
2018
Q2 | $62K | Buy |
803
+12
| +2% | +$927 | 0.03% | 294 |
|
|
2018
Q1 | $60K | Buy |
791
+409
| +107% | +$31K | 0.02% | 295 |
|
|
2017
Q4 | $31K | Buy |
382
+26
| +7% | +$2.11K | 0.01% | 463 |
|
|
2017
Q3 | $27K | Hold |
356
| – | – | 0.01% | 518 |
|
|
2017
Q2 | $27K | Sell |
356
-239
| -40% | -$18.1K | 0.01% | 517 |
|
|
2017
Q1 | $41K | Buy |
595
+322
| +118% | +$22.2K | 0.02% | 430 |
|
|
2016
Q4 | $20K | Hold |
273
| – | – | 0.01% | 438 |
|
|
2016
Q3 | $18K | Hold |
273
| – | – | 0.01% | 446 |
|
|
2016
Q2 | $17K | Buy |
273
+121
| +80% | +$7.54K | 0.01% | 453 |
|
|
2016
Q1 | $9K | Buy |
152
+28
| +23% | +$1.66K | 0.01% | 419 |
|
|
2015
Q4 | $7K | Buy |
+124
| New | +$7K | 0.01% | 331 |
|