Good Life Advisors’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 |
-2,253
| Closed | -$217K | – | 346 |
|
|
2022
Q2 | $217K | Hold |
2,253
| – | – | 0.03% | 308 |
|
|
2022
Q1 | $266K | Buy |
2,253
+92
| +4% | +$10.9K | 0.03% | 311 |
|
|
2021
Q4 | $233K | Sell |
2,161
-440
| -17% | -$47.4K | 0.03% | 336 |
|
|
2021
Q3 | $259K | Sell |
2,601
-297
| -10% | -$29.6K | 0.04% | 293 |
|
|
2021
Q2 | $297K | Buy |
2,898
+175
| +6% | +$17.9K | 0.06% | 228 |
|
|
2021
Q1 | $245K | Buy |
+2,723
| New | +$245K | 0.05% | 245 |
|