Balasa Dinverno & Foltz’s Bank of Montreal BMO Stock Holding History

Balasa Dinverno & Foltz’s Portfolio BMO Stock Details BMO Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell
2021 Q3	$833K	Sell
2021 Q2	$1.15M	Hold
2021 Q1	$1M	Hold
2020 Q4	$856K	Buy
2020 Q3	$511K	Sell
2020 Q2	$466K	Buy