HHM Wealth 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 |
-65
| Closed | -$6K | – | 658 |
|
|
2022
Q2 | $6K | Hold |
65
| – | – | ﹤0.01% | 607 |
|
|
2022
Q1 | $8K | Hold |
65
| – | – | ﹤0.01% | 559 |
|
|
2021
Q4 | $7K | Hold |
65
| – | – | ﹤0.01% | 542 |
|
|
2021
Q3 | $6K | Hold |
65
| – | – | ﹤0.01% | 530 |
|
|
2021
Q2 | $7K | Hold |
65
| – | – | ﹤0.01% | 498 |
|
|
2021
Q1 | $6K | Hold |
65
| – | – | ﹤0.01% | 481 |
|
|
2020
Q4 | $5K | Buy |
+65
| New | +$5K | ﹤0.01% | 460 |
|