Winfield Associates’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-190
| Closed | -$16K | – | 181 |
|
|
2017
Q4 | $16K | Hold |
190
| – | – | 0.01% | 347 |
|
|
2017
Q3 | $14K | Hold |
190
| – | – | 0.01% | 353 |
|
|
2017
Q2 | $14K | Buy |
190
+20
| +12% | +$1.47K | 0.01% | 345 |
|
|
2017
Q1 | $13K | Hold |
170
| – | – | 0.01% | 349 |
|
|
2016
Q4 | $12K | Buy |
170
+30
| +21% | +$2.12K | 0.01% | 335 |
|
|
2016
Q3 | $9K | Sell |
140
-10
| -7% | -$643 | 0.01% | 344 |
|
|
2016
Q2 | $10K | Buy |
150
+10
| +7% | +$667 | 0.01% | 324 |
|
|
2016
Q1 | $8K | Buy |
+140
| New | +$8K | 0.01% | 334 |
|