Wealthspire Advisors (Maryland)’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,432
| Closed | -$107K | – | 667 |
|
|
2019
Q1 | $107K | Sell |
1,432
-14
| -1% | -$1.05K | 0.01% | 617 |
|
|
2018
Q4 | $94K | Buy |
1,446
+47
| +3% | +$3.06K | 0.01% | 620 |
|
|
2018
Q3 | $115K | Hold |
1,399
| – | – | 0.01% | 626 |
|
|
2018
Q2 | $108K | Hold |
1,399
| – | – | 0.01% | 678 |
|
|
2018
Q1 | $106K | Hold |
1,399
| – | – | 0.01% | 690 |
|
|
2017
Q4 | $112K | Buy |
1,399
+49
| +4% | +$3.92K | 0.01% | 669 |
|
|
2017
Q3 | $102K | Sell |
1,350
-42
| -3% | -$3.17K | 0.01% | 696 |
|
|
2017
Q2 | $102K | Buy |
1,392
+15
| +1% | +$1.1K | 0.01% | 688 |
|
|
2017
Q1 | $103K | Buy |
1,377
+23
| +2% | +$1.72K | 0.01% | 589 |
|
|
2016
Q4 | $97K | Hold |
1,354
| – | – | 0.01% | 591 |
|
|
2016
Q3 | $89K | Hold |
1,354
| – | – | 0.01% | 601 |
|
|
2016
Q2 | $86K | Hold |
1,354
| – | – | 0.01% | 564 |
|
|
2016
Q1 | $82K | Sell |
1,354
-764
| -36% | -$46.3K | 0.01% | 570 |
|
|
2015
Q4 | $119K | Buy |
+2,118
| New | +$119K | 0.02% | 482 |
|