EverSource Wealth Advisors’s Bank of Montreal BMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $365K | Buy |
3,303
+1,021
| +45% | +$113K | 0.02% | 577 |
|
|
2025
Q1 | $218K | Buy |
2,282
+768
| +51% | +$73.4K | 0.01% | 633 |
|
|
2024
Q4 | $147K | Sell |
1,514
-33
| -2% | -$3.2K | 0.01% | 777 |
|
|
2024
Q3 | $140K | Buy |
1,547
+66
| +4% | +$5.95K | 0.01% | 682 |
|
|
2024
Q2 | $125K | Buy |
1,481
+858
| +138% | +$72.4K | 0.01% | 716 |
|
|
2024
Q1 | $55.6K | Buy |
623
+160
| +35% | +$14.3K | ﹤0.01% | 934 |
|
|
2023
Q4 | $45.8K | Buy |
463
+130
| +39% | +$12.9K | ﹤0.01% | 930 |
|
|
2023
Q3 | $28.1K | Buy |
333
+219
| +192% | +$18.5K | ﹤0.01% | 1009 |
|
|
2023
Q2 | $10.3K | Buy |
114
+83
| +268% | +$7.5K | ﹤0.01% | 1425 |
|
|
2023
Q1 | $2.76K | Sell |
31
-69
| -69% | -$6.15K | ﹤0.01% | 1838 |
|
|
2022
Q4 | $9.06K | Buy |
100
+37
| +59% | +$3.35K | ﹤0.01% | 1366 |
|
|
2022
Q3 | $6K | Hold |
63
| – | – | ﹤0.01% | 1279 |
|
|
2022
Q2 | $6K | Hold |
63
| – | – | ﹤0.01% | 1184 |
|
|
2022
Q1 | $8K | Hold |
63
| – | – | ﹤0.01% | 1054 |
|
|
2021
Q4 | $6K | Buy |
+63
| New | +$6K | ﹤0.01% | 1164 |
|