Bank of Montreal’s Clear Secure YOU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $388K | Sell |
13,965
-833
| -6% | -$23.1K | ﹤0.01% | 2158 |
|
|
2025
Q1 | $383K | Buy |
14,798
+3,959
| +37% | +$103K | ﹤0.01% | 2117 |
|
|
2024
Q4 | $289K | Buy |
10,839
+1,678
| +18% | +$44.7K | ﹤0.01% | 2284 |
|
|
2024
Q3 | $299K | Buy |
+9,161
| New | +$299K | ﹤0.01% | 2477 |
|
|
2022
Q4 | – | Sell |
-50,116
| Closed | -$1.3K | – | 3700 |
|
|
2022
Q3 | $1.3K | Sell |
50,116
-51,640
| -51% | -$1.33K | ﹤0.01% | 1716 |
|
|
2022
Q2 | $2.86K | Buy |
101,756
+51,748
| +103% | +$1.46K | ﹤0.01% | 1437 |
|
|
2022
Q1 | $1.34M | Buy |
+50,008
| New | +$1.34M | ﹤0.01% | 1781 |
|