Veritable’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-7,542
| Closed | -$812K | – | 909 |
|
|
2021
Q4 | $812K | Hold |
7,542
| – | – | 0.01% | 441 |
|
|
2021
Q3 | $752K | Buy |
+7,542
| New | +$752K | 0.01% | 446 |
|
|
2019
Q3 | – | Sell |
-2,666
| Closed | -$201K | – | 798 |
|
|
2019
Q2 | $201K | Sell |
2,666
-168
| -6% | -$12.7K | ﹤0.01% | 762 |
|
|
2019
Q1 | $212K | Buy |
+2,834
| New | +$212K | ﹤0.01% | 742 |
|
|
2018
Q4 | – | Sell |
-2,729
| Closed | -$225K | – | 773 |
|
|
2018
Q3 | $225K | Buy |
+2,729
| New | +$225K | ﹤0.01% | 733 |
|