Icon Wealth Partners’s Bank of Montreal BMO Stock Holding History

Icon Wealth Partners’s Portfolio BMO Stock Details BMO Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell
2023 Q2	$103K	Hold
2023 Q1	$102K	Buy
2019 Q2	–	Sell
2019 Q1	$98K	Buy
2018 Q3	–	Sell
2018 Q2	$191K	Buy
2018 Q1	$187K	Buy
2017 Q4	$195K	Buy