Belpointe 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-315
| Closed | -$28.1K | – | 916 |
|
|
2023
Q1 | $28.1K | Hold |
315
| – | – | ﹤0.01% | 2099 |
|
|
2022
Q4 | $28.5K | Buy |
+315
| New | +$28.5K | ﹤0.01% | 1943 |
|
|
2022
Q2 | – | Sell |
-2,387
| Closed | -$282K | – | 1149 |
|
|
2022
Q1 | $282K | Sell |
2,387
-338
| -12% | -$39.9K | 0.02% | 755 |
|
|
2021
Q4 | $293K | Buy |
2,725
+668
| +32% | +$71.8K | 0.02% | 725 |
|
|
2021
Q3 | $205K | Buy |
+2,057
| New | +$205K | 0.01% | 847 |
|
|
2020
Q3 | – | Sell |
-19,399
| Closed | -$1.03M | – | 780 |
|
|
2020
Q2 | $1.03M | Buy |
+19,399
| New | +$1.03M | 0.13% | 163 |
|
|
2020
Q1 | – | Sell |
-2,622
| Closed | -$203K | – | 638 |
|
|
2019
Q4 | $203K | Buy |
2,622
+875
| +50% | +$67.7K | 0.03% | 532 |
|
|
2019
Q3 | $129K | Sell |
1,747
-1,997
| -53% | -$147K | 0.02% | 597 |
|
|
2019
Q2 | $283K | Buy |
3,744
+150
| +4% | +$11.3K | 0.06% | 337 |
|
|
2019
Q1 | $269K | Buy |
+3,594
| New | +$269K | 0.05% | 259 |
|