IWA
IBEX Wealth Advisors’s Bank of Montreal BMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,663
| Closed | -$422K | – | 288 |
|
|
2024
Q1 | $422K | Buy |
4,663
+4,660
| +155,333% | +$422K | 0.11% | 99 |
|
|
2023
Q4 | $332 | Sell |
3
-5,026
| -100% | -$556K | 0.07% | 97 |
|
|
2023
Q3 | $424K | Buy |
+5,029
| New | +$424K | 0.11% | 88 |
|
|
2023
Q1 | $255K | Sell |
2,863
-1,800
| -39% | -$160K | 0.07% | 100 |
|
|
2022
Q4 | $422K | Buy |
4,663
+1,480
| +46% | +$134K | 0.1% | 141 |
|
|
2022
Q3 | $279K | Buy |
3,183
+11
| +0.3% | +$964 | 0.07% | 124 |
|
|
2022
Q2 | $305K | Buy |
+3,172
| New | +$305K | 0.07% | 127 |
|