Intercontinental Wealth Advisors’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
Q2
$578K Buy
6,400
+250
+4% +$22.6K 0.14% 169
2023
Q1
$548K Sell
6,150
-69
-1% -$6.15K 0.14% 175
2022
Q4
$563K Buy
6,219
+36
+0.6% +$3.26K 0.17% 142
2022
Q3
$542K Buy
+6,183
New +$542K 0.17% 138