First Trust Direct Indexing’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $690K | Sell |
|
|||||
|
2024
Q2 | $670K | Buy |
|
|||||
|
2024
Q1 | $779K | Buy |
|
|||||
|
2023
Q4 | $759K | Buy |
|
|||||
|
2023
Q3 | $621K | Buy |
|
|||||
|
2023
Q2 | $662K | Buy |
|
|||||
|
2023
Q1 | $649K | Sell |
|
|||||
|
2022
Q4 | $694K | Sell |
|
|||||
|
2022
Q3 | $707K | Buy |
|
|||||
|
2022
Q2 | $738K | Buy |
|
|||||
|
2022
Q1 | $888K | Buy |
|
|||||
|
2021
Q4 | $762K | Buy |
|
|||||
|
2021
Q3 | $702K | Buy |
|
|||||
|
2021
Q2 | $371K | Buy |
|
|||||
|
2021
Q1 | $252K | Buy |
|
|||||
|
2020
Q4 | $210K | Buy |
|