TWA
TCI Wealth Advisors’s Bank of Montreal BMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-476
| Closed | -$37K | – | 1478 |
|
|
2019
Q4 | $37K | Sell |
476
-230
| -33% | -$17.9K | 0.01% | 436 |
|
|
2019
Q3 | $52K | Hold |
706
| – | – | 0.02% | 313 |
|
|
2019
Q2 | $53K | Hold |
706
| – | – | 0.02% | 295 |
|
|
2019
Q1 | $53K | Hold |
706
| – | – | 0.02% | 318 |
|
|
2018
Q4 | $46K | Hold |
706
| – | – | 0.02% | 317 |
|
|
2018
Q3 | $58K | Hold |
706
| – | – | 0.02% | 299 |
|
|
2018
Q2 | $55K | Hold |
706
| – | – | 0.02% | 303 |
|
|
2018
Q1 | $53K | Hold |
706
| – | – | 0.02% | 318 |
|
|
2017
Q4 | $56K | Sell |
706
-260
| -27% | -$20.6K | 0.02% | 319 |
|
|
2017
Q3 | $73K | Hold |
966
| – | – | 0.04% | 255 |
|
|
2017
Q2 | $71K | Hold |
966
| – | – | 0.04% | 258 |
|
|
2017
Q1 | $72K | Hold |
966
| – | – | 0.04% | 253 |
|
|
2016
Q4 | $69K | Sell |
966
-294
| -23% | -$21K | 0.04% | 280 |
|
|
2016
Q3 | $83K | Hold |
1,260
| – | – | 0.05% | 232 |
|
|
2016
Q2 | $80K | Hold |
1,260
| – | – | 0.04% | 233 |
|
|
2016
Q1 | $76K | Hold |
1,260
| – | – | 0.04% | 237 |
|
|
2015
Q4 | $71K | Sell |
1,260
-70
| -5% | -$3.94K | 0.04% | 250 |
|
|
2015
Q3 | $73K | Buy |
+1,330
| New | +$73K | 0.04% | 231 |
|