Evoke Wealth’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 | – | Sell |
-21
| Closed | -$2K | – | 1178 |
|
|
2022
Q2 | $2K | Hold |
21
| – | – | ﹤0.01% | 1024 |
|
|
2022
Q1 | $2K | Hold |
21
| – | – | ﹤0.01% | 1025 |
|
|
2021
Q4 | $2K | Buy |
21
+1
| +5% | +$95 | ﹤0.01% | 1024 |
|
|
2021
Q3 | $2K | Sell |
20
-1
| -5% | -$100 | ﹤0.01% | 987 |
|
|
2021
Q2 | $2K | Buy |
21
+1
| +5% | +$95 | ﹤0.01% | 1030 |
|
|
2021
Q1 | $2K | Hold |
20
| – | – | ﹤0.01% | 1003 |
|
|
2020
Q4 | $2K | Hold |
20
| – | – | ﹤0.01% | 871 |
|
|
2020
Q3 | $1K | Buy |
20
+1
| +5% | +$50 | ﹤0.01% | 907 |
|
|
2020
Q2 | $1K | Sell |
19
-26
| -58% | -$1.37K | ﹤0.01% | 948 |
|
|
2020
Q1 | $2.25K | Hold |
45
| – | – | ﹤0.01% | 781 |
|
|
2019
Q4 | $3.45K | Sell |
45
-1
| -2% | -$77 | ﹤0.01% | 988 |
|
|
2019
Q3 | $3.42K | Buy |
+46
| New | +$3.42K | ﹤0.01% | 1100 |
|