CWM
Compass Wealth Management’s Bank of Montreal BMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,240
| Closed | -$118K | – | 182 |
|
|
2025
Q1 | $118K | Hold |
1,240
| – | – | 0.03% | 182 |
|
|
2024
Q4 | $120K | Hold |
1,240
| – | – | 0.03% | 183 |
|
|
2024
Q3 | $112K | Hold |
1,240
| – | – | 0.03% | 193 |
|
|
2024
Q2 | $104K | Hold |
1,240
| – | – | 0.03% | 195 |
|
|
2024
Q1 | $121K | Buy |
1,240
+640
| +107% | +$62.5K | 0.03% | 186 |
|
|
2023
Q4 | $59.4K | Hold |
600
| – | – | 0.02% | 234 |
|
|
2023
Q3 | $50.6K | Hold |
600
| – | – | 0.02% | 235 |
|
|
2023
Q2 | $54.2K | Hold |
600
| – | – | 0.02% | 236 |
|
|
2023
Q1 | $53.5K | Hold |
600
| – | – | 0.02% | 234 |
|
|
2022
Q4 | $54.4K | Buy |
+600
| New | +$54.4K | 0.02% | 221 |
|