DHJJ Financial 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 | $81.4K | Hold |
736
| – | – | 0.03% | 279 |
|
|
2025
Q1 | $70.3K | Hold |
736
| – | – | 0.03% | 271 |
|
|
2024
Q4 | $71.4K | Sell |
736
-67
| -8% | -$6.5K | 0.03% | 257 |
|
|
2024
Q3 | $72.4K | Hold |
803
| – | – | 0.03% | 254 |
|
|
2024
Q2 | $67.3K | Hold |
803
| – | – | 0.03% | 239 |
|
|
2024
Q1 | $78.4K | Hold |
803
| – | – | 0.03% | 220 |
|
|
2023
Q4 | $79.4K | Hold |
803
| – | – | 0.04% | 211 |
|
|
2023
Q3 | $67.8K | Buy |
+803
| New | +$67.8K | 0.03% | 216 |
|