Smith Group Asset Management’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-3,450
| Closed | -$253K | – | 422 |
|
|
2014
Q3 | $253K | Buy |
3,450
+13
| +0.4% | +$953 | 0.01% | 213 |
|
|
2014
Q2 | $253K | Hold |
3,437
| – | – | 0.01% | 214 |
|
|
2014
Q1 | $230K | Sell |
3,437
-90
| -3% | -$6.02K | 0.01% | 217 |
|
|
2013
Q4 | $235K | Hold |
3,527
| – | – | 0.01% | 212 |
|
|
2013
Q3 | $236K | Hold |
3,527
| – | – | 0.01% | 211 |
|
|
2013
Q2 | $205K | Buy |
+3,527
| New | +$205K | 0.01% | 235 |
|