Squar Milner 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-250
| Closed | -$12K | – | 268 |
|
|
2020
Q1 | $12K | Hold |
250
| – | – | 0.01% | 519 |
|
|
2019
Q4 | $19K | Buy |
+250
| New | +$19K | 0.01% | 524 |
|
|
2019
Q3 | – | Sell |
-250
| Closed | -$19K | – | 275 |
|
|
2019
Q2 | $19K | Hold |
250
| – | – | 0.01% | 459 |
|
|
2019
Q1 | $18K | Hold |
250
| – | – | 0.01% | 434 |
|
|
2018
Q4 | $16K | Hold |
250
| – | – | 0.02% | 420 |
|
|
2018
Q3 | $21K | Hold |
250
| – | – | 0.02% | 407 |
|
|
2018
Q2 | $19K | Buy |
+250
| New | +$19K | 0.02% | 486 |
|