Sullivan, Bruyette, Speros & Blaney’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $1.53M | Buy |
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|
2020
Q4 | $1.2M | Sell |
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|
2020
Q3 | $938K | Sell |
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|
2020
Q2 | $853K | Hold |
|
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|
2020
Q1 | $808K | Buy |
|
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|
2019
Q4 | $1.24M | Sell |
|
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|
2019
Q3 | $1.21M | Sell |
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|
2019
Q2 | $1.24M | Hold |
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|
2019
Q1 | $1.23M | Sell |
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|
2018
Q4 | $1.1M | Sell |
|
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|
2018
Q3 | $1.42M | Sell |
|
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|
2018
Q2 | $1.66M | Sell |
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|
2018
Q1 | $2.05M | Buy |
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|
2017
Q4 | $1.72M | Buy |
|
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|
2017
Q3 | $1.62M | Buy |
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|
2017
Q2 | $1.23M | Buy |
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|
2017
Q1 | $632K | Sell |
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|
2016
Q4 | $702K | Sell |
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|
2016
Q3 | $672K | Buy |
|