Avalon Investment & Advisory’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $442K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.08M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $803K | Sell |
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|
2014
Q4 | $1.11M | Buy |
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|
2014
Q3 | $723K | Buy |
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|
2014
Q2 | $434K | Sell |
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|
2014
Q1 | $423K | Buy |
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|
2013
Q4 | $384K | Sell |
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|
2013
Q3 | $388K | Sell |
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|
2013
Q2 | $366K | Buy |
|