Ranch Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-63
| Closed | -$6K | – | 206 |
|
|
2021
Q3 | $6K | Hold |
63
| – | – | ﹤0.01% | 523 |
|
|
2021
Q2 | $6K | Hold |
63
| – | – | ﹤0.01% | 720 |
|
|
2021
Q1 | $5K | Hold |
63
| – | – | ﹤0.01% | 735 |
|
|
2020
Q4 | $4K | Hold |
63
| – | – | ﹤0.01% | 748 |
|
|
2020
Q3 | $3K | Sell |
63
-125
| -66% | -$5.95K | ﹤0.01% | 753 |
|
|
2020
Q2 | $10K | Hold |
188
| – | – | 0.01% | 621 |
|
|
2020
Q1 | $9K | Hold |
188
| – | – | 0.01% | 610 |
|
|
2019
Q4 | $15K | Buy |
+188
| New | +$15K | 0.01% | 571 |
|