Voit & Company’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 |
-22,062
| Closed | -$1.71M | – | 60 |
|
|
2019
Q4 | $1.71M | Sell |
22,062
-3,187
| -13% | -$247K | 1.52% | 25 |
|
|
2019
Q3 | $1.86M | Sell |
25,249
-2,750
| -10% | -$203K | 1.85% | 22 |
|
|
2019
Q2 | $2.11M | Sell |
27,999
-5,425
| -16% | -$409K | 2.02% | 24 |
|
|
2019
Q1 | $2.5M | Sell |
33,424
-555
| -2% | -$41.5K | 2.64% | 17 |
|
|
2018
Q4 | $2.22M | Buy |
+33,979
| New | +$2.22M | 2.79% | 12 |
|