Bruce G. Allen Investments’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.7K | Hold |
178
| – | – | 0.01% | 395 |
|
|
2025
Q1 | $17K | Hold |
178
| – | – | 0.01% | 396 |
|
|
2024
Q4 | $17.3K | Hold |
178
| – | – | 0.01% | 403 |
|
|
2024
Q3 | $16.1K | Sell |
178
-81
| -31% | -$7.31K | 0.01% | 417 |
|
|
2024
Q2 | $21.7K | Hold |
259
| – | – | 0.02% | 360 |
|
|
2024
Q1 | $25.3K | Buy |
259
+77
| +42% | +$7.52K | 0.02% | 352 |
|
|
2023
Q4 | $18K | Buy |
+182
| New | +$18K | 0.02% | 384 |
|