WEC
Winslow Evans & Crocker’s Bank of Montreal BMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-40
| Closed | -$3.03K | – | 1129 |
|
|
2017
Q3 | $3.03K | Hold |
40
| – | – | ﹤0.01% | 987 |
|
|
2017
Q2 | $2.94K | Hold |
40
| – | – | ﹤0.01% | 1138 |
|
|
2017
Q1 | $2.99K | Buy |
+40
| New | +$2.99K | ﹤0.01% | 1106 |
|
|
2016
Q3 | – | Sell |
-5,526
| Closed | -$350K | – | 1295 |
|
|
2016
Q2 | $350K | Buy |
+5,526
| New | +$350K | 0.1% | 195 |
|
|
2016
Q1 | – | Sell |
-10
| Closed | -$566 | – | 1297 |
|
|
2015
Q4 | $566 | Buy |
+10
| New | +$566 | ﹤0.01% | 1314 |
|
|
2015
Q1 | – | Sell |
-248
| Closed | -$17.5K | – | 1278 |
|
|
2014
Q4 | $17.5K | Hold |
248
| – | – | 0.01% | 763 |
|
|
2014
Q3 | $18.2K | Buy |
248
+1
| +0.4% | +$73 | 0.01% | 760 |
|
|
2014
Q2 | $18.2K | Hold |
247
| – | – | 0.01% | 702 |
|
|
2014
Q1 | $16.6K | Buy |
247
+93
| +60% | +$6.23K | 0.01% | 715 |
|
|
2013
Q4 | $10K | Buy |
+154
| New | +$10K | ﹤0.01% | 899 |
|