Icon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,144
| Closed | -$103K | – | 396 |
|
|
2023
Q2 | $103K | Hold |
1,144
| – | – | 0.01% | 406 |
|
|
2023
Q1 | $102K | Buy |
+1,144
| New | +$102K | 0.01% | 408 |
|
|
2019
Q2 | – | Sell |
-1,307
| Closed | -$98K | – | 243 |
|
|
2019
Q1 | $98K | Buy |
+1,307
| New | +$98K | 0.04% | 226 |
|
|
2018
Q3 | – | Sell |
-2,475
| Closed | -$191K | – | 330 |
|
|
2018
Q2 | $191K | Buy |
2,475
+4
| +0.2% | +$309 | 0.08% | 162 |
|
|
2018
Q1 | $187K | Buy |
2,471
+28
| +1% | +$2.12K | 0.1% | 167 |
|
|
2017
Q4 | $195K | Buy |
+2,443
| New | +$195K | 0.1% | 177 |
|