Avior Wealth Management’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
Q1 | – | Sell |
-218
| Closed | -$21.2K | – | 928 |
|
|
2024
Q4 | $21.2K | Hold |
218
| – | – | ﹤0.01% | 1398 |
|
|
2024
Q3 | $19.7K | Hold |
218
| – | – | ﹤0.01% | 1378 |
|
|
2024
Q2 | $18.3K | Sell |
218
-1,747
| -89% | -$146K | ﹤0.01% | 1368 |
|
|
2024
Q1 | $192K | Buy |
1,965
+288
| +17% | +$28.1K | 0.01% | 718 |
|
|
2023
Q4 | $166K | Hold |
1,677
| – | – | 0.01% | 545 |
|
|
2023
Q3 | $141K | Hold |
1,677
| – | – | 0.01% | 580 |
|
|
2023
Q2 | $151K | Sell |
1,677
-29
| -2% | -$2.62K | 0.01% | 576 |
|
|
2023
Q1 | $152K | Buy |
1,706
+1,547
| +973% | +$138K | 0.01% | 568 |
|
|
2022
Q4 | $14.4K | Hold |
159
| – | – | ﹤0.01% | 799 |
|
|
2022
Q3 | $13K | Hold |
159
| – | – | ﹤0.01% | 807 |
|
|
2022
Q2 | $15K | Buy |
159
+14
| +10% | +$1.32K | ﹤0.01% | 707 |
|
|
2022
Q1 | $17K | Buy |
145
+19
| +15% | +$2.23K | ﹤0.01% | 738 |
|
|
2021
Q4 | $13K | Sell |
126
-126
| -50% | -$13K | ﹤0.01% | 772 |
|
|
2021
Q3 | $25K | Buy |
+252
| New | +$25K | ﹤0.01% | 628 |
|
|
2020
Q3 | – | Sell |
-36
| Closed | -$1K | – | 924 |
|
|
2020
Q2 | $1K | Hold |
36
| – | – | ﹤0.01% | 828 |
|
|
2020
Q1 | $1K | Hold |
36
| – | – | ﹤0.01% | 709 |
|
|
2019
Q4 | $2K | Hold |
36
| – | – | ﹤0.01% | 711 |
|
|
2019
Q3 | $2K | Hold |
36
| – | – | ﹤0.01% | 672 |
|
|
2019
Q2 | $3K | Buy |
+36
| New | +$3K | ﹤0.01% | 694 |
|