Brandywine Oak Private Wealth’s Bank of Montreal BMO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-3,313
Closed -$247K 222
2019
Q1
$247K Sell
3,313
-167
-5% -$12.5K 0.05% 189
2018
Q4
$227K Buy
+3,480
New +$227K 0.05% 185