Spotlight Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-4,000
| Closed | -$410K | – | 119 |
|
|
2021
Q2 | $410K | Hold |
4,000
| – | – | 0.16% | 87 |
|
|
2021
Q1 | $356K | Sell |
4,000
-500
| -11% | -$44.5K | 0.13% | 92 |
|
|
2020
Q4 | $342K | Hold |
4,500
| – | – | 0.13% | 96 |
|
|
2020
Q3 | $263K | Hold |
4,500
| – | – | 0.1% | 117 |
|
|
2020
Q2 | $239K | Hold |
4,500
| – | – | 0.1% | 112 |
|
|
2020
Q1 | $226K | Hold |
4,500
| – | – | 0.12% | 96 |
|
|
2019
Q4 | $242K | Buy |
+4,500
| New | +$242K | 0.12% | 100 |
|