Reilly Financial 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 | $32K | Sell |
300
-213
| -42% | -$22.7K | ﹤0.01% | 478 |
|
|
2021
Q3 | $51K | Hold |
513
| – | – | ﹤0.01% | 374 |
|
|
2021
Q2 | $53K | Hold |
513
| – | – | ﹤0.01% | 367 |
|
|
2021
Q1 | $46K | Hold |
513
| – | – | ﹤0.01% | 377 |
|
|
2020
Q4 | $39K | Hold |
513
| – | – | ﹤0.01% | 376 |
|
|
2020
Q3 | $30K | Sell |
513
-210
| -29% | -$12.3K | ﹤0.01% | 379 |
|
|
2020
Q2 | $38K | Sell |
723
-18,848
| -96% | -$991K | ﹤0.01% | 342 |
|
|
2020
Q1 | $984K | Sell |
19,571
-114
| -0.6% | -$5.73K | 0.14% | 95 |
|
|
2019
Q4 | $1.53M | Buy |
19,685
+6,777
| +53% | +$525K | 0.17% | 90 |
|
|
2019
Q3 | $952K | Buy |
12,908
+12,395
| +2,416% | +$914K | 0.12% | 111 |
|
|
2019
Q2 | $39K | Hold |
513
| – | – | ﹤0.01% | 391 |
|
|
2019
Q1 | $38K | Hold |
513
| – | – | ﹤0.01% | 391 |
|
|
2018
Q4 | $34K | Hold |
513
| – | – | 0.01% | 394 |
|
|
2018
Q3 | $42K | Buy |
+513
| New | +$42K | 0.01% | 398 |
|
|
2016
Q3 | – | Sell |
-27
| Closed | -$2K | – | 838 |
|
|
2016
Q2 | $2K | Buy |
+27
| New | +$2K | ﹤0.01% | 710 |
|
|
2015
Q1 | – | Sell |
-300
| Closed | -$21K | – | 1295 |
|
|
2014
Q4 | $21K | Buy |
300
+100
| +50% | +$7K | 0.01% | 385 |
|
|
2014
Q3 | $15K | Hold |
200
| – | – | ﹤0.01% | 443 |
|
|
2014
Q2 | $15K | Buy |
+200
| New | +$15K | ﹤0.01% | 465 |
|