Graves Light Lenhart Wealth’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 |
-1,000
| Closed | -$96K | – | 216 |
|
|
2022
Q2 | $96K | Hold |
1,000
| – | – | 0.01% | 236 |
|
|
2022
Q1 | $118K | Hold |
1,000
| – | – | 0.02% | 240 |
|
|
2021
Q4 | $108K | Hold |
1,000
| – | – | 0.02% | 283 |
|
|
2021
Q3 | $100K | Hold |
1,000
| – | – | 0.02% | 273 |
|
|
2021
Q2 | $103K | Hold |
1,000
| – | – | 0.02% | 275 |
|
|
2021
Q1 | $89K | Hold |
1,000
| – | – | 0.02% | 298 |
|
|
2020
Q4 | $76K | Buy |
+1,000
| New | +$76K | 0.01% | 308 |
|