Addison 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.6K | Sell |
132
-212
| -62% | -$23.5K | ﹤0.01% | 575 |
|
|
2025
Q1 | $32.9K | Buy |
344
+11
| +3% | +$1.05K | 0.01% | 431 |
|
|
2024
Q4 | $32.3K | Buy |
333
+246
| +283% | +$23.9K | 0.01% | 433 |
|
|
2024
Q3 | $7.85K | Sell |
87
-71
| -45% | -$6.41K | ﹤0.01% | 619 |
|
|
2024
Q2 | $13.2K | Buy |
+158
| New | +$13.2K | ﹤0.01% | 529 |
|