Avior Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $21.2K | Hold |
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|
2024
Q3 | $19.7K | Hold |
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|
2024
Q2 | $18.3K | Sell |
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|
2024
Q1 | $192K | Buy |
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|
2023
Q4 | $166K | Hold |
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|
2023
Q3 | $141K | Hold |
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|
2023
Q2 | $151K | Sell |
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|
2023
Q1 | $152K | Buy |
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|
2022
Q4 | $14.4K | Hold |
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|
2022
Q3 | $13K | Hold |
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|
2022
Q2 | $15K | Buy |
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|
2022
Q1 | $17K | Buy |
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|
2021
Q4 | $13K | Sell |
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|
2021
Q3 | $25K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $1K | Hold |
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|
2020
Q1 | $1K | Hold |
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|
2019
Q4 | $2K | Hold |
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|
2019
Q3 | $2K | Hold |
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|
2019
Q2 | $3K | Buy |
|