Buckingham Strategic 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,076
| Closed | -$200K | – | 614 |
|
|
2022
Q2 | $200K | Sell |
2,076
-18
| -0.9% | -$1.73K | ﹤0.01% | 561 |
|
|
2022
Q1 | $247K | Buy |
+2,094
| New | +$247K | ﹤0.01% | 519 |
|
|
2021
Q4 | – | Sell |
-3,674
| Closed | -$366K | – | 603 |
|
|
2021
Q3 | $366K | Buy |
3,674
+63
| +2% | +$6.28K | 0.01% | 419 |
|
|
2021
Q2 | $370K | Hold |
3,611
| – | – | 0.01% | 421 |
|
|
2021
Q1 | $322K | Hold |
3,611
| – | – | 0.02% | 418 |
|
|
2020
Q4 | $275K | Sell |
3,611
-263
| -7% | -$20K | 0.01% | 435 |
|
|
2020
Q3 | $226K | Buy |
+3,874
| New | +$226K | 0.02% | 433 |
|
|
2020
Q1 | – | Sell |
-2,724
| Closed | -$211K | – | 465 |
|
|
2019
Q4 | $211K | Buy |
+2,724
| New | +$211K | 0.02% | 429 |
|
|
2019
Q3 | – | Sell |
-2,724
| Closed | -$206K | – | 433 |
|
|
2019
Q2 | $206K | Buy |
+2,724
| New | +$206K | 0.02% | 415 |
|