Ausdal Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Buy |
2,100
+5
| +0.2% | +$553 | 0.02% | 620 |
|
|
2025
Q1 | $200K | Hold |
2,095
| – | – | 0.02% | 613 |
|
|
2024
Q4 | $203K | Buy |
+2,095
| New | +$203K | 0.02% | 541 |
|
|
2024
Q2 | – | Sell |
-4,422
| Closed | -$432K | – | 502 |
|
|
2024
Q1 | $432K | Sell |
4,422
-23
| -0.5% | -$2.25K | 0.05% | 298 |
|
|
2023
Q4 | $440K | Sell |
4,445
-28
| -0.6% | -$2.77K | 0.05% | 275 |
|
|
2023
Q3 | $377K | Buy |
4,473
+20
| +0.4% | +$1.69K | 0.05% | 289 |
|
|
2023
Q2 | $402K | Buy |
+4,453
| New | +$402K | 0.05% | 273 |
|
|
2022
Q2 | – | Sell |
-2,071
| Closed | -$244K | – | 457 |
|
|
2022
Q1 | $244K | Hold |
2,071
| – | – | 0.03% | 407 |
|
|
2021
Q4 | $223K | Hold |
2,071
| – | – | 0.03% | 429 |
|
|
2021
Q3 | $207K | Sell |
2,071
-43
| -2% | -$4.3K | 0.03% | 440 |
|
|
2021
Q2 | $217K | Buy |
+2,114
| New | +$217K | 0.03% | 414 |
|
|
2016
Q1 | – | Sell |
-1,808
| Closed | -$102K | – | 308 |
|
|
2015
Q4 | $102K | Buy |
+1,808
| New | +$102K | 0.05% | 307 |
|