Schaper Benz & Wise Investment Counsel’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
Q2 | – | Sell |
-3,679
| Closed | -$221K | – | 96 |
|
|
2015
Q1 | $221K | Hold |
3,679
| – | – | 0.04% | 92 |
|
|
2014
Q4 | $260K | Sell |
3,679
-204
| -5% | -$14.4K | 0.05% | 89 |
|
|
2014
Q3 | $286K | Sell |
3,883
-188
| -5% | -$13.8K | 0.06% | 86 |
|
|
2014
Q2 | $300K | Sell |
4,071
-42
| -1% | -$3.1K | 0.06% | 84 |
|
|
2014
Q1 | $276K | Sell |
4,113
-200
| -5% | -$13.4K | 0.06% | 84 |
|
|
2013
Q4 | $288K | Sell |
4,313
-732
| -15% | -$48.9K | 0.06% | 84 |
|
|
2013
Q3 | $337K | Sell |
5,045
-125
| -2% | -$8.35K | 0.08% | 81 |
|
|
2013
Q2 | $300K | Buy |
+5,170
| New | +$300K | 0.07% | 79 |
|