Zurich Insurance Group’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-17,000
| Closed | -$993K | – | 203 |
|
|
2020
Q3 | $993K | Hold |
17,000
| – | – | 0.02% | 139 |
|
|
2020
Q2 | $903K | Hold |
17,000
| – | – | 0.02% | 149 |
|
|
2020
Q1 | $852K | Hold |
17,000
| – | – | 0.02% | 149 |
|
|
2019
Q4 | $1.32M | Hold |
17,000
| – | – | 0.02% | 172 |
|
|
2019
Q3 | $1.25M | Hold |
17,000
| – | – | 0.02% | 430 |
|
|
2019
Q2 | $1.29M | Sell |
17,000
-42,058
| -71% | -$3.18M | 0.03% | 346 |
|
|
2019
Q1 | $4.42M | Buy |
59,058
+25,830
| +78% | +$1.93M | 0.09% | 230 |
|
|
2018
Q4 | $2.17M | Sell |
33,228
-3,409
| -9% | -$223K | 0.05% | 242 |
|
|
2018
Q3 | $3.02M | Buy |
36,637
+19,637
| +116% | +$1.62M | 0.06% | 279 |
|
|
2018
Q2 | $1.31M | Hold |
17,000
| – | – | 0.03% | 359 |
|
|
2018
Q1 | $1.28M | Buy |
+17,000
| New | +$1.28M | 0.03% | 415 |
|
|
2017
Q4 | – | Sell |
-14,300
| Closed | -$1.08M | – | 571 |
|
|
2017
Q3 | $1.08M | Buy |
+14,300
| New | +$1.08M | 0.03% | 509 |
|