Atria Wealth Solutions’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,559
| Closed | -$250K | – | 1916 |
|
|
2024
Q1 | $250K | Buy |
2,559
+282
| +12% | +$27.5K | ﹤0.01% | 1670 |
|
|
2023
Q4 | $225K | Buy |
+2,277
| New | +$225K | ﹤0.01% | 1684 |
|
|
2022
Q4 | – | Sell |
-2,334
| Closed | -$205K | – | 1794 |
|
|
2022
Q3 | $205K | Buy |
2,334
+1
| +0% | +$88 | ﹤0.01% | 1534 |
|
|
2022
Q2 | $224K | Buy |
+2,333
| New | +$224K | ﹤0.01% | 1359 |
|