Crewe Advisors’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 | $46.5K | Buy |
420
+20
| +5% | +$2.21K | 0.01% | 297 |
|
|
2025
Q1 | $38.2K | Hold |
400
| – | – | 0.01% | 296 |
|
|
2024
Q4 | $38.8K | Hold |
400
| – | – | 0.01% | 300 |
|
|
2024
Q3 | $36.1K | Hold |
400
| – | – | ﹤0.01% | 335 |
|
|
2024
Q2 | $33.5K | Sell |
400
-315
| -44% | -$26.4K | ﹤0.01% | 447 |
|
|
2024
Q1 | $69.8K | Buy |
+715
| New | +$69.8K | 0.01% | 322 |
|
|
2023
Q4 | – | Sell |
-515
| Closed | -$43.5K | – | 449 |
|
|
2023
Q3 | $43.5K | Buy |
515
+200
| +63% | +$16.9K | 0.01% | 153 |
|
|
2023
Q2 | $28.4K | Buy |
+315
| New | +$28.4K | ﹤0.01% | 323 |
|
|
2022
Q2 | – | Sell |
-615
| Closed | -$73K | – | 1139 |
|
|
2022
Q1 | $73K | Hold |
615
| – | – | 0.01% | 198 |
|
|
2021
Q4 | $66K | Buy |
+615
| New | +$66K | 0.01% | 169 |
|