Barrett Asset Management’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-500
| Closed | -$54K | – | 255 |
|
|
2021
Q4 | $54K | Hold |
500
| – | – | ﹤0.01% | 381 |
|
|
2021
Q3 | $50K | Hold |
500
| – | – | ﹤0.01% | 318 |
|
|
2021
Q2 | $51K | Buy |
+500
| New | +$51K | ﹤0.01% | 308 |
|
|
2021
Q1 | – | Sell |
-25
| Closed | -$2K | – | 455 |
|
|
2020
Q4 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 400 |
|