Advisor Partners II’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $985K | Buy |
11,674
+54
| +0.5% | +$4.56K | 0.04% | 490 |
|
|
2023
Q2 | $1.05M | Sell |
11,620
-1,937
| -14% | -$175K | 0.05% | 375 |
|
|
2023
Q1 | $1.21M | Buy |
13,557
+3,745
| +38% | +$334K | 0.07% | 309 |
|
|
2022
Q4 | $889K | Buy |
9,812
+1,072
| +12% | +$97.1K | 0.06% | 350 |
|
|
2022
Q3 | $766K | Buy |
+8,740
| New | +$766K | 0.06% | 339 |
|