First Affirmative Financial Network’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
Q1 | – | Sell |
-2,096
| Closed | -$203K | – | 270 |
|
|
2024
Q4 | $203K | Sell |
2,096
-390
| -16% | -$37.9K | 0.12% | 235 |
|
|
2024
Q3 | $224K | Sell |
2,486
-903
| -27% | -$81.4K | 0.12% | 232 |
|
|
2024
Q2 | $284K | Sell |
3,389
-528
| -13% | -$44.3K | 0.2% | 159 |
|
|
2024
Q1 | $383K | Sell |
3,917
-11
| -0.3% | -$1.08K | 0.28% | 112 |
|
|
2023
Q4 | $389K | Sell |
3,928
-159
| -4% | -$15.7K | 0.31% | 100 |
|
|
2023
Q3 | $345K | Buy |
4,087
+769
| +23% | +$64.9K | 0.34% | 97 |
|
|
2023
Q2 | $300K | Buy |
3,318
+926
| +39% | +$83.6K | 0.3% | 112 |
|
|
2023
Q1 | $213K | Buy |
+2,392
| New | +$213K | 0.25% | 136 |
|