B. Riley Wealth Advisors’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,295
| Closed | -$207K | – | 1497 |
|
|
2023
Q2 | $207K | Buy |
+2,295
| New | +$207K | ﹤0.01% | 1339 |
|
|
2019
Q2 | – | Sell |
-2,737
| Closed | -$205K | – | 797 |
|
|
2019
Q1 | $205K | Sell |
2,737
-684
| -20% | -$51.2K | 0.03% | 648 |
|
|
2018
Q4 | $224K | Buy |
3,421
+32
| +0.9% | +$2.1K | 0.03% | 547 |
|
|
2018
Q3 | $280K | Buy |
3,389
+621
| +22% | +$51.3K | 0.03% | 519 |
|
|
2018
Q2 | $214K | Sell |
2,768
-334
| -11% | -$25.8K | 0.03% | 590 |
|
|
2018
Q1 | $235K | Buy |
3,102
+334
| +12% | +$25.3K | 0.03% | 530 |
|
|
2017
Q4 | $222K | Buy |
+2,768
| New | +$222K | 0.03% | 546 |
|
|
2015
Q1 | – | Sell |
-1,025
| Closed | -$72 | – | 731 |
|
|
2014
Q4 | $72 | Buy |
+1,025
| New | +$72 | ﹤0.01% | 1895 |
|
|
2014
Q3 | – | Sell |
-951
| Closed | -$70K | – | 787 |
|
|
2014
Q2 | $70K | Buy |
+951
| New | +$70K | 0.02% | 877 |
|