Hennion & Walsh Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,956
| Closed | -$358K | – | 779 |
|
|
2022
Q4 | $358K | Sell |
3,956
-23
| -0.6% | -$2.08K | 0.02% | 576 |
|
|
2022
Q3 | $349K | Sell |
3,979
-114
| -3% | -$10K | 0.02% | 564 |
|
|
2022
Q2 | $394K | Buy |
4,093
+128
| +3% | +$12.3K | 0.02% | 544 |
|
|
2022
Q1 | $468K | Sell |
3,965
-69
| -2% | -$8.14K | 0.02% | 527 |
|
|
2021
Q4 | $435K | Sell |
4,034
-7
| -0.2% | -$755 | 0.02% | 568 |
|
|
2021
Q3 | $403K | Buy |
4,041
+538
| +15% | +$53.7K | 0.02% | 553 |
|
|
2021
Q2 | $359K | Buy |
+3,503
| New | +$359K | 0.02% | 577 |
|