Castleview Partners’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 |
-100
| Closed | -$9.77K | – | 928 |
|
|
2024
Q1 | $9.77K | Hold |
100
| – | – | 0.01% | 541 |
|
|
2023
Q4 | $9.89K | Hold |
100
| – | – | 0.01% | 515 |
|
|
2023
Q3 | $8.44K | Hold |
100
| – | – | 0.01% | 437 |
|
|
2023
Q2 | $9.03K | Hold |
100
| – | – | 0.01% | 447 |
|
|
2023
Q1 | $8.91K | Buy |
+100
| New | +$8.91K | 0.01% | 436 |
|
|
2022
Q4 | – | Sell |
-100
| Closed | -$9K | – | 662 |
|
|
2022
Q3 | $9K | Sell |
100
-39,121
| -100% | -$3.52M | 0.01% | 388 |
|
|
2022
Q2 | $905K | Buy |
39,221
+39,121
| +39,121% | +$903K | 0.72% | 24 |
|
|
2022
Q1 | $11K | Sell |
100
-10,672
| -99% | -$1.17M | 0.01% | 487 |
|
|
2021
Q4 | $100 | Buy |
+10,772
| New | +$100 | ﹤0.01% | 792 |
|
|
2021
Q2 | $10K | Buy |
+100
| New | +$10K | ﹤0.01% | 683 |
|