Baystate Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.19K | Hold |
11
| – | – | ﹤0.01% | 1135 |
|
|
2023
Q3 | $1K | Hold |
11
| – | – | ﹤0.01% | 892 |
|
|
2023
Q2 | $1.06K | Hold |
11
| – | – | ﹤0.01% | 925 |
|
|
2023
Q1 | $1.04K | Hold |
11
| – | – | ﹤0.01% | 928 |
|
|
2022
Q4 | $1K | Hold |
11
| – | – | ﹤0.01% | 838 |
|
|
2022
Q3 | $1K | Hold |
11
| – | – | ﹤0.01% | 790 |
|
|
2022
Q2 | $1K | Hold |
11
| – | – | ﹤0.01% | 815 |
|
|
2022
Q1 | $1K | Hold |
11
| – | – | ﹤0.01% | 805 |
|
|
2021
Q4 | $1K | Hold |
11
| – | – | ﹤0.01% | 805 |
|
|
2021
Q3 | $1K | Hold |
11
| – | – | ﹤0.01% | 731 |
|
|
2021
Q2 | $1K | Hold |
11
| – | – | ﹤0.01% | 701 |
|
|
2021
Q1 | $1K | Buy |
11
+1
| +10% | +$91 | ﹤0.01% | 632 |
|
|
2020
Q4 | $1K | Sell |
10
-1
| -9% | -$100 | ﹤0.01% | 602 |
|
|
2020
Q3 | $1K | Buy |
11
+1
| +10% | +$91 | ﹤0.01% | 569 |
|
|
2020
Q2 | $1K | Sell |
10
-1
| -9% | -$100 | ﹤0.01% | 585 |
|
|
2020
Q1 | $1K | Sell |
11
-15
| -58% | -$1.36K | ﹤0.01% | 535 |
|
|
2019
Q4 | $2K | Buy |
26
+16
| +160% | +$1.23K | ﹤0.01% | 509 |
|
|
2019
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 512 |
|
|
2019
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 537 |
|
|
2019
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 548 |
|
|
2018
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 553 |
|
|
2018
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 569 |
|
|
2018
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 588 |
|
|
2018
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 547 |
|
|
2017
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 551 |
|
|
2017
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 534 |
|
|
2017
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 552 |
|
|
2017
Q1 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 515 |
|