Providence Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-45,732
| Closed | -$3.37M | – | 86 |
|
|
2019
Q3 | $3.37M | Hold |
45,732
| – | – | 3.01% | 7 |
|
|
2019
Q2 | $3.47M | Hold |
45,732
| – | – | 3.23% | 7 |
|
|
2019
Q1 | $3.45M | Hold |
45,732
| – | – | 3.24% | 5 |
|
|
2018
Q4 | $2.98M | Hold |
45,732
| – | – | 3.3% | 5 |
|
|
2018
Q3 | $3.77M | Hold |
45,732
| – | – | 3.44% | 5 |
|
|
2018
Q2 | $3.53M | Buy |
+45,732
| New | +$3.53M | 3.44% | 5 |
|