Baldwin Wealth Partners’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 |
-8,000
| Closed | -$722K | – | 758 |
|
|
2023
Q2 | $722K | Hold |
8,000
| – | – | 0.06% | 128 |
|
|
2023
Q1 | $713K | Hold |
8,000
| – | – | 0.06% | 127 |
|
|
2022
Q4 | $725K | Sell |
8,000
-3,600
| -31% | -$326K | 0.07% | 127 |
|
|
2022
Q3 | $1.02M | Hold |
11,600
| – | – | 0.14% | 67 |
|
|
2022
Q2 | $1.12M | Hold |
11,600
| – | – | 0.14% | 68 |
|
|
2022
Q1 | $1.37M | Buy |
+11,600
| New | +$1.37M | 0.15% | 67 |
|