Sowell Financial Services’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
Q2 | – | Sell |
-1,042
| Closed | -$101K | – | 801 |
|
|
2021
Q1 | $101K | Buy |
1,042
+8
| +0.8% | +$775 | ﹤0.01% | 1361 |
|
|
2020
Q4 | $79K | Buy |
1,034
+8
| +0.8% | +$611 | ﹤0.01% | 1243 |
|
|
2020
Q3 | $60K | Buy |
1,026
+10
| +1% | +$585 | ﹤0.01% | 1148 |
|
|
2020
Q2 | $54K | Sell |
1,016
-192
| -16% | -$10.2K | ﹤0.01% | 1145 |
|
|
2020
Q1 | $61K | Buy |
1,208
+9
| +0.8% | +$454 | ﹤0.01% | 982 |
|
|
2019
Q4 | $93K | Sell |
1,199
-125
| -9% | -$9.7K | 0.01% | 941 |
|
|
2019
Q3 | $98K | Buy |
+1,324
| New | +$98K | 0.01% | 836 |
|