WFG Advisors’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $147K | Sell |
|
|||||
|
2017
Q1 | $161K | Sell |
|
|||||
|
2016
Q4 | $237K | Sell |
|
|||||
|
2016
Q3 | $220K | Sell |
|
|||||
|
2016
Q2 | $225K | Sell |
|
|||||
|
2016
Q1 | $222K | Sell |
|
|||||
|
2015
Q4 | $212K | Sell |
|
|||||
|
2015
Q3 | $215K | Buy |
|
|||||
|
2015
Q2 | $221K | Sell |
|
|||||
|
2015
Q1 | $317K | Buy |
|
|||||
|
2014
Q4 | $306K | Buy |
|
|||||
|
2014
Q3 | $164K | Buy |
|
|||||
|
2014
Q2 | $97K | Buy |
|
|||||
|
2014
Q1 | $15K | Sell |
|
|||||
|
2013
Q4 | $1.64M | Buy |
|
|||||
|
2013
Q3 | $1.64M | Sell |
|
|||||
|
2013
Q2 | $1.49M | Buy |
|