IAG Wealth Partners’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.1K | Hold |
335
| – | – | ﹤0.01% | 221 |
|
|
2025
Q1 | $32K | Hold |
335
| – | – | 0.01% | 230 |
|
|
2024
Q4 | $32.5K | Hold |
335
| – | – | 0.01% | 230 |
|
|
2024
Q3 | $30.2K | Hold |
335
| – | – | 0.01% | 237 |
|
|
2024
Q2 | $28.1K | Sell |
335
-300
| -47% | -$25.2K | 0.01% | 236 |
|
|
2024
Q1 | $62K | Buy |
635
+139
| +28% | +$13.6K | 0.01% | 149 |
|
|
2023
Q4 | $49.1K | Buy |
496
+268
| +118% | +$26.5K | 0.01% | 160 |
|
|
2023
Q3 | $19.2K | Buy |
228
+161
| +240% | +$13.6K | 0.01% | 231 |
|
|
2023
Q2 | $6.05K | Hold |
67
| – | – | ﹤0.01% | 366 |
|
|
2023
Q1 | $5.97K | Hold |
67
| – | – | ﹤0.01% | 370 |
|
|
2022
Q4 | $6.07K | Hold |
67
| – | – | ﹤0.01% | 341 |
|
|
2022
Q3 | $6K | Hold |
67
| – | – | ﹤0.01% | 322 |
|
|
2022
Q2 | $6K | Sell |
67
-222
| -77% | -$19.9K | ﹤0.01% | 318 |
|
|
2022
Q1 | $34K | Hold |
289
| – | – | 0.01% | 173 |
|
|
2021
Q4 | $31K | Hold |
289
| – | – | 0.01% | 175 |
|
|
2021
Q3 | $29K | Hold |
289
| – | – | 0.01% | 167 |
|
|
2021
Q2 | $30K | Buy |
289
+222
| +331% | +$23K | 0.01% | 161 |
|
|
2021
Q1 | $6K | Hold |
67
| – | – | ﹤0.01% | 298 |
|
|
2020
Q4 | $6K | Hold |
67
| – | – | ﹤0.01% | 287 |
|
|
2020
Q3 | $4K | Sell |
67
-125
| -65% | -$7.46K | ﹤0.01% | 289 |
|
|
2020
Q2 | $11K | Buy |
192
+12
| +7% | +$688 | 0.01% | 204 |
|
|
2020
Q1 | $10K | Buy |
180
+55
| +44% | +$3.06K | 0.01% | 198 |
|
|
2019
Q4 | $10K | Buy |
+125
| New | +$10K | 0.01% | 252 |
|