Simplicity Solutions’s Bank of Montreal BMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,816
| Closed | -$214K | – | 535 |
|
|
2020
Q4 | $214K | Buy |
+2,816
| New | +$214K | ﹤0.01% | 888 |
|
|
2018
Q4 | – | Sell |
-3,277
| Closed | -$270K | – | 628 |
|
|
2018
Q3 | $270K | Sell |
3,277
-2,978
| -48% | -$245K | 0.02% | 418 |
|
|
2018
Q2 | $483K | Buy |
6,255
+2,993
| +92% | +$231K | 0.03% | 260 |
|
|
2018
Q1 | $247K | Buy |
+3,262
| New | +$247K | 0.02% | 307 |
|