TRUE Private Wealth Advisors’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-233
| Closed | -$17K | – | 288 |
|
|
2020
Q4 | $17K | Buy |
233
+2
| +0.9% | +$146 | ﹤0.01% | 463 |
|
|
2020
Q3 | $13K | Buy |
231
+2
| +0.9% | +$113 | ﹤0.01% | 460 |
|
|
2020
Q2 | $12K | Buy |
229
+2
| +0.9% | +$105 | ﹤0.01% | 460 |
|
|
2020
Q1 | $11K | Buy |
227
+2
| +0.9% | +$97 | ﹤0.01% | 430 |
|
|
2019
Q4 | $17K | Buy |
+225
| New | +$17K | ﹤0.01% | 509 |
|
|
2019
Q3 | – | Sell |
-221
| Closed | -$16K | – | 276 |
|
|
2019
Q2 | $16K | Buy |
+221
| New | +$16K | ﹤0.01% | 482 |
|
|
2018
Q4 | – | Sell |
-661
| Closed | -$54.5K | – | 313 |
|
|
2018
Q3 | $54.5K | Buy |
+661
| New | +$54.5K | 0.01% | 449 |
|