Brown Shipley & Co’s Bank of Montreal BMO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,643
Closed -$160K 91
2024
Q1
$160K Buy
+1,643
New +$160K 0.05% 60
2023
Q3
Sell
-1,650
Closed -$149K 99
2023
Q2
$149K Buy
+1,650
New +$149K 0.06% 67