Americana Partners’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 | – | Sell |
-3,100
| Closed | -$280K | – | 295 |
|
|
2023
Q2 | $280K | Hold |
3,100
| – | – | 0.04% | 238 |
|
|
2023
Q1 | $276K | Hold |
3,100
| – | – | 0.04% | 228 |
|
|
2022
Q4 | $281K | Hold |
3,100
| – | – | 0.05% | 205 |
|
|
2022
Q3 | $271K | Hold |
3,100
| – | – | 0.05% | 197 |
|
|
2022
Q2 | $298K | Hold |
3,100
| – | – | 0.05% | 189 |
|
|
2022
Q1 | $365K | Buy |
3,100
+16
| +0.5% | +$1.88K | 0.11% | 161 |
|
|
2021
Q4 | $332K | Hold |
3,084
| – | – | 0.06% | 197 |
|
|
2021
Q3 | $307K | Hold |
3,084
| – | – | 0.07% | 182 |
|
|
2021
Q2 | $316K | Buy |
+3,084
| New | +$316K | 0.16% | 94 |
|