Regal Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-1,462
| Closed | -$79K | – | 338 |
|
|
2015
Q3 | $79K | Hold |
1,462
| – | – | 0.02% | 380 |
|
|
2015
Q2 | $86K | Buy |
1,462
+100
| +7% | +$5.88K | 0.02% | 358 |
|
|
2015
Q1 | $82K | Buy |
1,362
+200
| +17% | +$12K | 0.02% | 367 |
|
|
2014
Q4 | $82K | Buy |
1,162
+62
| +6% | +$4.38K | 0.02% | 334 |
|
|
2014
Q3 | $81K | Buy |
+1,100
| New | +$81K | 0.02% | 335 |
|