Corient Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $396K | Hold |
4,114
| – | – | 0.03% | 388 |
|
|
2022
Q2 | $396K | Sell |
4,114
-292
| -7% | -$28.1K | 0.03% | 401 |
|
|
2022
Q1 | $520K | Sell |
4,406
-151
| -3% | -$17.8K | 0.03% | 381 |
|
|
2021
Q4 | $491K | Sell |
4,557
-179
| -4% | -$19.3K | 0.03% | 377 |
|
|
2021
Q3 | $472K | Buy |
4,736
+633
| +15% | +$63.1K | 0.03% | 372 |
|
|
2021
Q2 | $421K | Buy |
4,103
+592
| +17% | +$60.7K | 0.03% | 402 |
|
|
2021
Q1 | $313K | Buy |
3,511
+193
| +6% | +$17.2K | 0.03% | 432 |
|
|
2020
Q4 | $252K | Buy |
+3,318
| New | +$252K | 0.03% | 424 |
|