Glassman Wealth Services’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-370
| Closed | -$36.6K | – | 424 |
|
|
2023
Q4 | $36.6K | Sell |
370
-179
| -33% | -$17.7K | 0.01% | 535 |
|
|
2023
Q3 | $46.3K | Buy |
549
+21
| +4% | +$1.77K | 0.01% | 440 |
|
|
2023
Q2 | $47.7K | Buy |
528
+96
| +22% | +$8.67K | 0.01% | 420 |
|
|
2023
Q1 | $38.5K | Buy |
432
+15
| +4% | +$1.34K | 0.01% | 466 |
|
|
2022
Q4 | $37.8K | Buy |
417
+84
| +25% | +$7.61K | 0.01% | 488 |
|
|
2022
Q3 | $29K | Buy |
333
+7
| +2% | +$610 | 0.01% | 518 |
|
|
2022
Q2 | $31K | Buy |
326
+32
| +11% | +$3.04K | 0.01% | 497 |
|
|
2022
Q1 | $35K | Buy |
294
+8
| +3% | +$952 | 0.01% | 486 |
|
|
2021
Q4 | $31K | Buy |
286
+103
| +56% | +$11.2K | 0.01% | 491 |
|
|
2021
Q3 | $18K | Buy |
183
+35
| +24% | +$3.44K | ﹤0.01% | 605 |
|
|
2021
Q2 | $15K | Buy |
148
+4
| +3% | +$405 | ﹤0.01% | 645 |
|
|
2021
Q1 | $13K | Buy |
144
+26
| +22% | +$2.35K | ﹤0.01% | 647 |
|
|
2020
Q4 | $9K | Buy |
118
+105
| +808% | +$8.01K | ﹤0.01% | 739 |
|
|
2020
Q3 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 1101 |
|
|
2020
Q2 | – | Sell |
-16
| Closed | -$1K | – | 1238 |
|
|
2020
Q1 | $1K | Buy |
16
+8
| +100% | +$500 | ﹤0.01% | 813 |
|
|
2019
Q4 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 861 |
|