BDO Wealth Advisors’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
Q2 | $67.9K | Hold |
752
| – | – | 0.01% | 386 |
|
|
2023
Q1 | $67K | Sell |
752
-679
| -47% | -$60.5K | 0.01% | 370 |
|
|
2022
Q4 | $130K | Sell |
1,431
-679
| -32% | -$61.5K | 0.02% | 304 |
|
|
2022
Q3 | $185K | Hold |
2,110
| – | – | 0.02% | 257 |
|
|
2022
Q2 | $203K | Hold |
2,110
| – | – | 0.03% | 249 |
|
|
2022
Q1 | $249K | Hold |
2,110
| – | – | 0.03% | 240 |
|
|
2021
Q4 | $227K | Hold |
2,110
| – | – | 0.02% | 265 |
|
|
2021
Q3 | $210K | Hold |
2,110
| – | – | 0.02% | 271 |
|
|
2021
Q2 | $216K | Hold |
2,110
| – | – | 0.02% | 280 |
|
|
2021
Q1 | $188K | Buy |
2,110
+752
| +55% | +$67K | 0.02% | 297 |
|
|
2020
Q4 | $103K | Hold |
1,358
| – | – | 0.01% | 285 |
|
|
2020
Q3 | $79K | Hold |
1,358
| – | – | 0.01% | 291 |
|
|
2020
Q2 | $72K | Hold |
1,358
| – | – | 0.01% | 295 |
|
|
2020
Q1 | $68K | Hold |
1,358
| – | – | 0.01% | 308 |
|
|
2019
Q4 | $105K | Hold |
1,358
| – | – | 0.03% | 243 |
|
|
2019
Q3 | $100K | Hold |
1,358
| – | – | 0.03% | 253 |
|
|
2019
Q2 | $102K | Hold |
1,358
| – | – | 0.03% | 242 |
|
|
2019
Q1 | $102K | Hold |
1,358
| – | – | 0.03% | 222 |
|
|
2018
Q4 | $89K | Hold |
1,358
| – | – | 0.03% | 215 |
|
|
2018
Q3 | $112K | Hold |
1,358
| – | – | 0.04% | 208 |
|
|
2018
Q2 | $105K | Buy |
+1,358
| New | +$105K | 0.04% | 211 |
|