Symmetry Partners’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-9,238
| Closed | -$837K | – | 550 |
|
|
2022
Q4 | $837K | Hold |
9,238
| – | – | 0.05% | 205 |
|
|
2022
Q3 | $810K | Hold |
9,238
| – | – | 0.05% | 200 |
|
|
2022
Q2 | $888K | Hold |
9,238
| – | – | 0.06% | 192 |
|
|
2022
Q1 | $1.09M | Hold |
9,238
| – | – | 0.07% | 180 |
|
|
2021
Q4 | $987K | Sell |
9,238
-87
| -0.9% | -$9.3K | 0.06% | 215 |
|
|
2021
Q3 | $956K | Buy |
9,325
+83
| +0.9% | +$8.51K | 0.06% | 230 |
|
|
2021
Q2 | $947K | Hold |
9,242
| – | – | 0.06% | 242 |
|
|
2021
Q1 | $824K | Buy |
+9,242
| New | +$824K | 0.06% | 250 |
|
|
2019
Q3 | – | Sell |
-6,878
| Closed | -$521K | – | 340 |
|
|
2019
Q2 | $521K | Buy |
+6,878
| New | +$521K | 0.11% | 150 |
|