ICA Group Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $337K | Sell |
4,015
-4,385
| -52% | -$368K | 0.2% | 71 |
|
|
2024
Q1 | $821K | Sell |
8,400
-50
| -0.6% | -$4.88K | 0.16% | 116 |
|
|
2023
Q4 | $836K | Hold |
8,450
| – | – | 0.19% | 104 |
|
|
2023
Q3 | $713K | Hold |
8,450
| – | – | 0.2% | 102 |
|
|
2023
Q2 | $763K | Hold |
8,450
| – | – | 0.19% | 102 |
|
|
2023
Q1 | $753K | Hold |
8,450
| – | – | 0.18% | 115 |
|
|
2022
Q4 | $766K | Sell |
8,450
-1,696
| -17% | -$154K | 0.18% | 124 |
|
|
2022
Q3 | $889K | Buy |
10,146
+4
| +0% | +$350 | 0.19% | 123 |
|
|
2022
Q2 | $1.05M | Sell |
10,142
-184
| -2% | -$19K | 0.2% | 119 |
|
|
2022
Q1 | $1.13M | Buy |
+10,326
| New | +$1.13M | 0.22% | 111 |
|