Thompson Siegel & Walmsley’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 |
-44
| Closed | -$3K | – | 659 |
|
|
2019
Q4 | $3K | Hold |
44
| – | – | ﹤0.01% | 687 |
|
|
2019
Q3 | $3K | Hold |
44
| – | – | ﹤0.01% | 699 |
|
|
2019
Q2 | $3K | Hold |
44
| – | – | ﹤0.01% | 709 |
|
|
2019
Q1 | $3K | Sell |
44
-1,000
| -96% | -$68.2K | ﹤0.01% | 641 |
|
|
2018
Q4 | $68K | Hold |
1,044
| – | – | ﹤0.01% | 456 |
|
|
2018
Q3 | $86K | Hold |
1,044
| – | – | ﹤0.01% | 467 |
|
|
2018
Q2 | $81K | Hold |
1,044
| – | – | ﹤0.01% | 484 |
|
|
2018
Q1 | $79K | Buy |
1,044
+1,000
| +2,273% | +$75.7K | ﹤0.01% | 477 |
|
|
2017
Q4 | $4K | Hold |
44
| – | – | ﹤0.01% | 793 |
|
|
2017
Q3 | $3K | Hold |
44
| – | – | ﹤0.01% | 801 |
|
|
2017
Q2 | $3K | Hold |
44
| – | – | ﹤0.01% | 776 |
|
|
2017
Q1 | $3K | Buy |
+44
| New | +$3K | ﹤0.01% | 767 |
|