BWL
Bogart Wealth LLC’s Bank of Montreal BMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $244K | Hold |
2,202
| – | – | 0.01% | 210 |
|
|
2025
Q1 | $210K | Hold |
2,202
| – | – | 0.01% | 220 |
|
|
2024
Q4 | $214K | Hold |
2,202
| – | – | 0.01% | 214 |
|
|
2024
Q3 | $199K | Hold |
2,202
| – | – | 0.01% | 213 |
|
|
2024
Q2 | $185K | Hold |
2,202
| – | – | 0.01% | 218 |
|
|
2024
Q1 | $215K | Hold |
2,202
| – | – | 0.01% | 196 |
|
|
2023
Q4 | $218K | Hold |
2,202
| – | – | 0.01% | 195 |
|
|
2023
Q3 | $186K | Sell |
2,202
-13
| -0.6% | -$1.1K | 0.01% | 197 |
|
|
2023
Q2 | $200K | Buy |
2,215
+546
| +33% | +$49.3K | 0.01% | 196 |
|
|
2023
Q1 | $149K | Sell |
1,669
-212
| -11% | -$18.9K | 0.01% | 197 |
|
|
2022
Q4 | $170K | Sell |
1,881
-722
| -28% | -$65.4K | 0.01% | 187 |
|
|
2022
Q3 | $228K | Hold |
2,603
| – | – | 0.02% | 162 |
|
|
2022
Q2 | $250K | Hold |
2,603
| – | – | 0.02% | 152 |
|
|
2022
Q1 | $307K | Buy |
2,603
+212
| +9% | +$25K | 0.03% | 140 |
|
|
2021
Q4 | $258K | Hold |
2,391
| – | – | 0.02% | 145 |
|
|
2021
Q3 | $238K | Hold |
2,391
| – | – | 0.02% | 142 |
|
|
2021
Q2 | $245K | Hold |
2,391
| – | – | 0.03% | 139 |
|
|
2021
Q1 | $213K | Sell |
2,391
-469
| -16% | -$41.8K | 0.03% | 131 |
|
|
2020
Q4 | $217K | Sell |
2,860
-77
| -3% | -$5.84K | 0.04% | 125 |
|
|
2020
Q3 | $171K | Hold |
2,937
| – | – | 0.04% | 128 |
|
|
2020
Q2 | $156K | Sell |
2,937
-752
| -20% | -$39.9K | 0.04% | 123 |
|
|
2020
Q1 | $185K | Sell |
3,689
-33,685
| -90% | -$1.69M | 0.05% | 120 |
|
|
2019
Q4 | $2.9M | Buy |
37,374
+937
| +3% | +$72.6K | 0.93% | 21 |
|
|
2019
Q3 | $2.69M | Buy |
36,437
+350
| +1% | +$25.8K | 1.32% | 17 |
|
|
2019
Q2 | $2.72M | Buy |
36,087
+4,406
| +14% | +$332K | 1.65% | 12 |
|
|
2019
Q1 | $2.37M | Buy |
31,681
+2,065
| +7% | +$154K | 1.14% | 17 |
|
|
2018
Q4 | $1.94M | Buy |
29,616
+646
| +2% | +$42.2K | 0.97% | 19 |
|
|
2018
Q3 | $2.39M | Buy |
28,970
+1,149
| +4% | +$94.8K | 1.38% | 8 |
|
|
2018
Q2 | $2.15M | Buy |
27,821
+907
| +3% | +$70.1K | 1.31% | 8 |
|
|
2018
Q1 | $2.05M | Buy |
26,914
+1,991
| +8% | +$152K | 1.18% | 10 |
|
|
2017
Q4 | $1.99M | Buy |
24,923
+906
| +4% | +$72.5K | 1.28% | 9 |
|
|
2017
Q3 | $1.84M | Buy |
24,017
+330
| +1% | +$25.3K | 1.36% | 12 |
|
|
2017
Q2 | $1.74M | Buy |
23,687
+6,370
| +37% | +$468K | 1.12% | 17 |
|
|
2017
Q1 | $1.3M | Sell |
17,317
-697
| -4% | -$52.1K | 0.86% | 14 |
|
|
2016
Q4 | $1.3M | Buy |
+18,014
| New | +$1.3M | 0.88% | 14 |
|