IHWM
Iron Horse Wealth Management’s Bank of Montreal BMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $108K | Hold |
980
| – | – | 0.03% | 87 |
|
|
2025
Q1 | $93.6K | Hold |
980
| – | – | 0.03% | 80 |
|
|
2024
Q4 | $95.1K | Hold |
980
| – | – | 0.03% | 78 |
|
|
2024
Q3 | $88.4K | Hold |
980
| – | – | 0.03% | 72 |
|
|
2024
Q2 | $82.2K | Hold |
980
| – | – | 0.03% | 69 |
|
|
2024
Q1 | $95.7K | Hold |
980
| – | – | 0.04% | 60 |
|
|
2023
Q4 | $97K | Hold |
980
| – | – | 0.04% | 59 |
|
|
2023
Q3 | $82.7K | Hold |
980
| – | – | 0.04% | 62 |
|
|
2023
Q2 | $88.5K | Hold |
980
| – | – | 0.04% | 55 |
|
|
2023
Q1 | $87.3K | Hold |
980
| – | – | 0.04% | 61 |
|
|
2022
Q4 | $89K | Buy |
980
+730
| +292% | +$66.3K | 0.05% | 54 |
|
|
2022
Q3 | $22K | Sell |
250
-730
| -74% | -$64.2K | 0.03% | 60 |
|
|
2022
Q2 | $94K | Hold |
980
| – | – | 0.05% | 53 |
|
|
2022
Q1 | $116K | Hold |
980
| – | – | 0.06% | 53 |
|
|
2021
Q4 | $106K | Hold |
980
| – | – | 0.06% | 58 |
|
|
2021
Q3 | $98K | Sell |
980
-200
| -17% | -$20K | 0.06% | 53 |
|
|
2021
Q2 | $121K | Hold |
1,180
| – | – | 0.08% | 49 |
|
|
2021
Q1 | $105K | Hold |
1,180
| – | – | 0.08% | 53 |
|
|
2020
Q4 | $90K | Buy |
+1,180
| New | +$90K | 0.07% | 54 |
|