R.H. Bluestein & Co’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $219K | Hold |
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|
2022
Q2 | $240K | Hold |
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|
2022
Q1 | $295K | Hold |
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|
2021
Q4 | $269K | Sell |
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|
2021
Q3 | $299K | Hold |
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|
2021
Q2 | $308K | Hold |
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|
2021
Q1 | $267K | Hold |
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|
2020
Q4 | $228K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $581K | Hold |
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|
2019
Q3 | $553K | Hold |
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|
2019
Q2 | $566K | Hold |
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|
2019
Q1 | $561K | Hold |
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|
2018
Q4 | $490K | Sell |
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|
2018
Q3 | $660K | Hold |
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|
2018
Q2 | $618K | Sell |
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|
2018
Q1 | $756K | Buy |
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|
2017
Q4 | $400K | Hold |
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|
2017
Q3 | $379K | Hold |
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|
2017
Q2 | $367K | Hold |
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|
2017
Q1 | $374K | Hold |
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|
2016
Q4 | $360K | Hold |
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|
2016
Q3 | $328K | Hold |
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|
2016
Q2 | $317K | Hold |
|
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|
2016
Q1 | $303K | Hold |
|
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|
2015
Q4 | $282K | Hold |
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|
2015
Q3 | $273K | Hold |
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|
2015
Q2 | $296K | Hold |
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|
2015
Q1 | $300K | Hold |
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|
2014
Q4 | $354K | Hold |
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|
2014
Q3 | $368K | Hold |
|
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|
2014
Q2 | $368K | Hold |
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|
2014
Q1 | $335K | Hold |
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|
2013
Q4 | $333K | Hold |
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|
2013
Q3 | $334K | Hold |
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|
2013
Q2 | $290K | Buy |
|