Taylor Hoffman 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
Q3 | – | Sell |
-50
| Closed | -$3K | – | 142 |
|
|
2020
Q2 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 347 |
|
|
2020
Q1 | – | Sell |
-50
| Closed | -$4K | – | 139 |
|
|
2019
Q4 | $4K | Hold |
50
| – | – | ﹤0.01% | 364 |
|
|
2019
Q3 | $4K | Hold |
50
| – | – | ﹤0.01% | 363 |
|
|
2019
Q2 | $4K | Hold |
50
| – | – | ﹤0.01% | 342 |
|
|
2019
Q1 | $4K | Hold |
50
| – | – | ﹤0.01% | 341 |
|
|
2018
Q4 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 346 |
|