Bedel Financial Consulting’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
Q2 | – | Sell |
-260
| Closed | -$31K | – | 283 |
|
|
2022
Q1 | $31K | Hold |
260
| – | – | 0.01% | 477 |
|
|
2021
Q4 | $28K | Hold |
260
| – | – | 0.01% | 502 |
|
|
2021
Q3 | $26K | Hold |
260
| – | – | 0.01% | 498 |
|
|
2021
Q2 | $27K | Hold |
260
| – | – | 0.01% | 496 |
|
|
2021
Q1 | $23K | Hold |
260
| – | – | 0.01% | 491 |
|
|
2020
Q4 | $20K | Hold |
260
| – | – | 0.01% | 449 |
|
|
2020
Q3 | $15K | Buy |
+260
| New | +$15K | 0.01% | 457 |
|