SevenBridge Financial Group’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-62
| Closed | -$5K | – | 189 |
|
|
2019
Q2 | $5K | Hold |
62
| – | – | ﹤0.01% | 503 |
|
|
2019
Q1 | $5K | Hold |
62
| – | – | ﹤0.01% | 467 |
|
|
2018
Q4 | $4K | Hold |
62
| – | – | ﹤0.01% | 461 |
|
|
2018
Q3 | $5K | Sell |
62
-200
| -76% | -$16.1K | ﹤0.01% | 478 |
|
|
2018
Q2 | $20K | Hold |
262
| – | – | 0.01% | 343 |
|
|
2018
Q1 | $20K | Hold |
262
| – | – | 0.01% | 350 |
|
|
2017
Q4 | $21K | Hold |
262
| – | – | 0.01% | 366 |
|
|
2017
Q3 | $20K | Hold |
262
| – | – | 0.01% | 369 |
|
|
2017
Q2 | $19K | Hold |
262
| – | – | 0.01% | 381 |
|
|
2017
Q1 | $20K | Sell |
262
-67
| -20% | -$5.12K | 0.01% | 367 |
|
|
2016
Q4 | $21K | Hold |
329
| – | – | 0.02% | 356 |
|
|
2016
Q3 | $21K | Hold |
329
| – | – | 0.02% | 354 |
|
|
2016
Q2 | $21K | Buy |
+329
| New | +$21K | 0.01% | 402 |
|