WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $147K | Sell |
2,000
-150
| -7% | -$11K | 0.03% | 441 |
|
|
2017
Q1 | $161K | Sell |
2,150
-1,150
| -35% | -$86.1K | 0.04% | 376 |
|
|
2016
Q4 | $237K | Sell |
3,300
-50
| -1% | -$3.59K | 0.06% | 335 |
|
|
2016
Q3 | $220K | Sell |
3,350
-200
| -6% | -$13.1K | 0.05% | 343 |
|
|
2016
Q2 | $225K | Sell |
3,550
-100
| -3% | -$6.34K | 0.06% | 303 |
|
|
2016
Q1 | $222K | Sell |
3,650
-100
| -3% | -$6.08K | 0.06% | 275 |
|
|
2015
Q4 | $212K | Sell |
3,750
-200
| -5% | -$11.3K | 0.06% | 277 |
|
|
2015
Q3 | $215K | Buy |
3,950
+216
| +6% | +$11.8K | 0.07% | 276 |
|
|
2015
Q2 | $221K | Sell |
3,734
-1,547
| -29% | -$91.6K | 0.06% | 316 |
|
|
2015
Q1 | $317K | Buy |
5,281
+954
| +22% | +$57.3K | 0.09% | 242 |
|
|
2014
Q4 | $306K | Buy |
4,327
+2,104
| +95% | +$149K | 0.06% | 330 |
|
|
2014
Q3 | $164K | Buy |
2,223
+903
| +68% | +$66.6K | 0.03% | 501 |
|
|
2014
Q2 | $97K | Buy |
1,320
+1,101
| +503% | +$80.9K | 0.02% | 670 |
|
|
2014
Q1 | $15K | Sell |
219
-24,306
| -99% | -$1.66M | ﹤0.01% | 1346 |
|
|
2013
Q4 | $1.64M | Buy |
24,525
+2
| +0% | +$133 | 0.23% | 103 |
|
|
2013
Q3 | $1.64M | Sell |
24,523
-1,086
| -4% | -$72.6K | 0.25% | 93 |
|
|
2013
Q2 | $1.49M | Buy |
+25,609
| New | +$1.49M | 0.25% | 100 |
|