Wealthcare Advisory Partners’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 |
-300
| Closed | -$27K | – | 701 |
|
|
2021
Q1 | $27K | Buy |
+300
| New | +$27K | ﹤0.01% | 1095 |
|
|
2020
Q1 | – | Sell |
-2,500
| Closed | -$194K | – | 1482 |
|
|
2019
Q4 | $194K | Hold |
2,500
| – | – | 0.02% | 302 |
|
|
2019
Q3 | $184K | Hold |
2,500
| – | – | 0.03% | 287 |
|
|
2019
Q2 | $189K | Hold |
2,500
| – | – | 0.03% | 277 |
|
|
2019
Q1 | $187K | Hold |
2,500
| – | – | 0.03% | 248 |
|
|
2018
Q4 | $163K | Hold |
2,500
| – | – | 0.03% | 233 |
|
|
2018
Q3 | $206K | Hold |
2,500
| – | – | 0.04% | 215 |
|
|
2018
Q2 | $193K | Buy |
+2,500
| New | +$193K | 0.04% | 217 |
|