Sullivan, Bruyette, Speros & Blaney’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
Q1 | $1.53M | Buy |
17,212
+1,455
| +9% | +$130K | 0.07% | 91 |
|
|
2020
Q4 | $1.2M | Sell |
15,757
-300
| -2% | -$22.8K | 0.06% | 100 |
|
|
2020
Q3 | $938K | Sell |
16,057
-22
| -0.1% | -$1.29K | 0.05% | 102 |
|
|
2020
Q2 | $853K | Hold |
16,079
| – | – | 0.05% | 100 |
|
|
2020
Q1 | $808K | Buy |
16,079
+31
| +0.2% | +$1.56K | 0.06% | 92 |
|
|
2019
Q4 | $1.24M | Sell |
16,048
-318
| -2% | -$24.7K | 0.07% | 82 |
|
|
2019
Q3 | $1.21M | Sell |
16,366
-20
| -0.1% | -$1.48K | 0.07% | 73 |
|
|
2019
Q2 | $1.24M | Hold |
16,386
| – | – | 0.07% | 70 |
|
|
2019
Q1 | $1.23M | Sell |
16,386
-447
| -3% | -$33.4K | 0.07% | 70 |
|
|
2018
Q4 | $1.1M | Sell |
16,833
-425
| -2% | -$27.8K | 0.08% | 67 |
|
|
2018
Q3 | $1.42M | Sell |
17,258
-4,269
| -20% | -$352K | 0.13% | 41 |
|
|
2018
Q2 | $1.66M | Sell |
21,527
-5,658
| -21% | -$437K | 0.16% | 32 |
|
|
2018
Q1 | $2.05M | Buy |
27,185
+5,658
| +26% | +$427K | 0.2% | 25 |
|
|
2017
Q4 | $1.72M | Buy |
21,527
+139
| +0.6% | +$11.1K | 0.16% | 34 |
|
|
2017
Q3 | $1.62M | Buy |
21,388
+4,633
| +28% | +$351K | 0.16% | 36 |
|
|
2017
Q2 | $1.23M | Buy |
16,755
+8,299
| +98% | +$609K | 0.12% | 43 |
|
|
2017
Q1 | $632K | Sell |
8,456
-1,310
| -13% | -$97.9K | 0.06% | 69 |
|
|
2016
Q4 | $702K | Sell |
9,766
-475
| -5% | -$34.1K | 0.07% | 61 |
|
|
2016
Q3 | $672K | Buy |
+10,241
| New | +$672K | 0.07% | 64 |
|