EFS
Essex Financial Services’s Bank of Montreal BMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,984
| Closed | -$355K | – | 479 |
|
|
2023
Q1 | $355K | Hold |
3,984
| – | – | 0.04% | 347 |
|
|
2022
Q4 | $360K | Sell |
3,984
-691
| -15% | -$62.4K | 0.04% | 337 |
|
|
2022
Q3 | $410K | Sell |
4,675
-4,325
| -48% | -$379K | 0.05% | 288 |
|
|
2022
Q2 | $866K | Sell |
9,000
-4,266
| -32% | -$410K | 0.1% | 197 |
|
|
2022
Q1 | $1.57M | Sell |
13,266
-1,257
| -9% | -$148K | 0.15% | 141 |
|
|
2021
Q4 | $1.56M | Sell |
14,523
-417
| -3% | -$44.9K | 0.15% | 144 |
|
|
2021
Q3 | $1.49M | Sell |
14,940
-5,923
| -28% | -$591K | 0.17% | 138 |
|
|
2021
Q2 | $2.14M | Buy |
+20,863
| New | +$2.14M | 0.31% | 76 |
|