Voya Financial 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
Q2 | – | Sell |
-3,672
| Closed | -$329K | – | 290 |
|
|
2021
Q1 | $329K | Buy |
3,672
+293
| +9% | +$26.3K | 0.01% | 515 |
|
|
2020
Q4 | $256K | Sell |
3,379
-346
| -9% | -$26.2K | 0.01% | 557 |
|
|
2020
Q3 | $217K | Buy |
+3,725
| New | +$217K | 0.01% | 548 |
|
|
2020
Q1 | – | Sell |
-2,983
| Closed | -$230K | – | 582 |
|
|
2019
Q4 | $230K | Buy |
2,983
+83
| +3% | +$6.4K | 0.01% | 566 |
|
|
2019
Q3 | $214K | Buy |
+2,900
| New | +$214K | 0.01% | 572 |
|
|
2018
Q3 | – | Sell |
-2,897
| Closed | -$222K | – | 591 |
|
|
2018
Q2 | $222K | Sell |
2,897
-43
| -1% | -$3.3K | 0.01% | 507 |
|
|
2018
Q1 | $220K | Buy |
2,940
+81
| +3% | +$6.06K | 0.01% | 505 |
|
|
2017
Q4 | $229K | Buy |
2,859
+150
| +6% | +$12K | 0.01% | 496 |
|
|
2017
Q3 | $205K | Buy |
+2,709
| New | +$205K | 0.01% | 492 |
|