Reilly Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $32K | Sell |
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|
2021
Q3 | $51K | Hold |
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|
2021
Q2 | $53K | Hold |
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|
2021
Q1 | $46K | Hold |
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|
2020
Q4 | $39K | Hold |
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|
2020
Q3 | $30K | Sell |
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|
2020
Q2 | $38K | Sell |
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|
2020
Q1 | $984K | Sell |
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|
2019
Q4 | $1.53M | Buy |
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|
2019
Q3 | $952K | Buy |
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|
2019
Q2 | $39K | Hold |
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|
2019
Q1 | $38K | Hold |
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|
2018
Q4 | $34K | Hold |
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|
2018
Q3 | $42K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $2K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $21K | Buy |
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|
2014
Q3 | $15K | Hold |
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|
2014
Q2 | $15K | Buy |
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