BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-75
| Closed | -$8K | – | 1001 |
|
|
2021
Q4 | $8K | Buy |
+75
| New | +$8K | ﹤0.01% | 693 |
|
|
2020
Q2 | – | Sell |
-50
| Closed | -$3K | – | 967 |
|
|
2020
Q1 | $3K | Hold |
50
| – | – | ﹤0.01% | 647 |
|
|
2019
Q4 | $4K | Hold |
50
| – | – | ﹤0.01% | 644 |
|
|
2019
Q3 | $4K | Hold |
50
| – | – | ﹤0.01% | 577 |
|
|
2019
Q2 | $4K | Hold |
50
| – | – | ﹤0.01% | 599 |
|
|
2019
Q1 | $4K | Hold |
50
| – | – | ﹤0.01% | 602 |
|
|
2018
Q4 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 585 |
|