SVA Wealth Management’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
Q1 | – | Sell |
-3,469
| Closed | -$269K | – | 187 |
|
|
2019
Q4 | $269K | Hold |
3,469
| – | – | 0.02% | 184 |
|
|
2019
Q3 | $256K | Sell |
3,469
-100
| -3% | -$7.38K | 0.03% | 184 |
|
|
2019
Q2 | $269K | Sell |
3,569
-637
| -15% | -$48K | 0.03% | 185 |
|
|
2019
Q1 | $315K | Sell |
4,206
-2,716
| -39% | -$203K | 0.03% | 180 |
|
|
2018
Q4 | $452K | Sell |
6,922
-42
| -0.6% | -$2.74K | 0.05% | 157 |
|
|
2018
Q3 | $575K | Buy |
6,964
+1,268
| +22% | +$105K | 0.06% | 151 |
|
|
2018
Q2 | $440K | Sell |
5,696
-2,704
| -32% | -$209K | 0.05% | 160 |
|
|
2018
Q1 | $636K | Buy |
8,400
+939
| +13% | +$71.1K | 0.08% | 132 |
|
|
2017
Q4 | $597K | Sell |
7,461
-939
| -11% | -$75.1K | 0.07% | 137 |
|
|
2017
Q3 | $636K | Sell |
8,400
-250
| -3% | -$18.9K | 0.08% | 132 |
|
|
2017
Q2 | $635K | Buy |
8,650
+1,823
| +27% | +$134K | 0.08% | 129 |
|
|
2017
Q1 | $511K | Sell |
6,827
-381
| -5% | -$28.5K | 0.07% | 134 |
|
|
2016
Q4 | $518K | Sell |
7,208
-39
| -0.5% | -$2.8K | 0.08% | 136 |
|
|
2016
Q3 | $475K | Sell |
7,247
-876
| -11% | -$57.4K | 0.07% | 136 |
|
|
2016
Q2 | $515K | Sell |
8,123
-26,214
| -76% | -$1.66M | 0.08% | 137 |
|
|
2016
Q1 | $2.08M | Sell |
34,337
-6,873
| -17% | -$417K | 0.35% | 79 |
|
|
2015
Q4 | $2.33M | Sell |
41,210
-1,885
| -4% | -$106K | 0.4% | 77 |
|
|
2015
Q3 | $2.35M | Buy |
43,095
+4,558
| +12% | +$249K | 0.44% | 71 |
|
|
2015
Q2 | $2.28M | Sell |
38,537
-1,104
| -3% | -$65.4K | 0.42% | 70 |
|
|
2015
Q1 | $2.38M | Buy |
39,641
+23,196
| +141% | +$1.39M | 0.43% | 73 |
|
|
2014
Q4 | $1.16M | Buy |
16,445
+5,607
| +52% | +$397K | 0.42% | 55 |
|
|
2014
Q3 | $798K | Buy |
10,838
+226
| +2% | +$16.6K | 0.34% | 71 |
|
|
2014
Q2 | $781K | Buy |
10,612
+422
| +4% | +$31.1K | 0.33% | 70 |
|
|
2014
Q1 | $683K | Buy |
10,190
+717
| +8% | +$48.1K | 0.32% | 73 |
|
|
2013
Q4 | $631K | Buy |
+9,473
| New | +$631K | 0.38% | 67 |
|