Freedom Investment Management’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
Q2 | – | Sell |
-3,182
| Closed | -$375K | – | 745 |
|
|
2022
Q1 | $375K | Buy |
+3,182
| New | +$375K | 0.03% | 561 |
|
|
2020
Q2 | – | Sell |
-4,084
| Closed | -$315K | – | 578 |
|
|
2020
Q1 | $315K | Buy |
+4,084
| New | +$315K | 0.03% | 473 |
|
|
2019
Q3 | – | Sell |
-2,843
| Closed | -$215K | – | 692 |
|
|
2019
Q2 | $215K | Sell |
2,843
-358
| -11% | -$27.1K | 0.02% | 618 |
|
|
2019
Q1 | $240K | Buy |
+3,201
| New | +$240K | 0.02% | 587 |
|