J.P. Morgan Private 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 | – | Sell |
-3,948
| Closed | -$352K | – | 1530 |
|
|
2023
Q1 | $352K | Sell |
3,948
-150
| -4% | -$13.4K | ﹤0.01% | 1612 |
|
|
2022
Q4 | $371K | Buy |
4,098
+1,159
| +39% | +$105K | ﹤0.01% | 1576 |
|
|
2022
Q3 | $258K | Sell |
2,939
-19
| -0.6% | -$1.67K | ﹤0.01% | 1718 |
|
|
2022
Q2 | $285K | Sell |
2,958
-62
| -2% | -$5.97K | ﹤0.01% | 1675 |
|
|
2022
Q1 | $356K | Sell |
3,020
-74
| -2% | -$8.72K | ﹤0.01% | 1680 |
|
|
2021
Q4 | $333K | Buy |
3,094
+261
| +9% | +$28.1K | ﹤0.01% | 1706 |
|
|
2021
Q3 | $283K | Hold |
2,833
| – | – | ﹤0.01% | 1718 |
|
|
2021
Q2 | $291K | Sell |
2,833
-75
| -3% | -$7.7K | ﹤0.01% | 1685 |
|
|
2021
Q1 | $259K | Sell |
2,908
-228
| -7% | -$20.3K | ﹤0.01% | 1592 |
|
|
2020
Q4 | $238K | Buy |
+3,136
| New | +$238K | ﹤0.01% | 1584 |
|
|
2020
Q2 | – | Sell |
-10,845
| Closed | -$545K | – | 1552 |
|
|
2020
Q1 | $545K | Buy |
10,845
+3,899
| +56% | +$196K | ﹤0.01% | 904 |
|
|
2019
Q4 | $538K | Buy |
6,946
+1,572
| +29% | +$122K | ﹤0.01% | 1022 |
|
|
2019
Q3 | $396K | Buy |
5,374
+1,428
| +36% | +$105K | ﹤0.01% | 1077 |
|
|
2019
Q2 | $298K | Sell |
3,946
-408
| -9% | -$30.8K | ﹤0.01% | 1153 |
|
|
2019
Q1 | $326K | Sell |
4,354
-2,496
| -36% | -$187K | ﹤0.01% | 1175 |
|
|
2018
Q4 | $448K | Sell |
6,850
-2,133
| -24% | -$140K | ﹤0.01% | 1008 |
|
|
2018
Q3 | $741K | Buy |
8,983
+1,177
| +15% | +$97.1K | ﹤0.01% | 929 |
|
|
2018
Q2 | $603K | Sell |
7,806
-112
| -1% | -$8.65K | ﹤0.01% | 949 |
|
|
2018
Q1 | $598K | Sell |
7,918
-4,578
| -37% | -$346K | ﹤0.01% | 809 |
|
|
2017
Q4 | $1M | Buy |
12,496
+4,032
| +48% | +$323K | 0.01% | 655 |
|
|
2017
Q3 | $641K | Buy |
8,464
+668
| +9% | +$50.6K | ﹤0.01% | 760 |
|
|
2017
Q2 | $573K | Sell |
7,796
-83
| -1% | -$6.1K | ﹤0.01% | 795 |
|
|
2017
Q1 | $589K | Buy |
7,879
+2,372
| +43% | +$177K | ﹤0.01% | 792 |
|
|
2016
Q4 | $396K | Buy |
5,507
+793
| +17% | +$57K | ﹤0.01% | 890 |
|
|
2016
Q3 | $309K | Sell |
4,714
-218
| -4% | -$14.3K | ﹤0.01% | 975 |
|
|
2016
Q2 | $312K | Sell |
4,932
-2,626
| -35% | -$166K | ﹤0.01% | 958 |
|
|
2016
Q1 | $459K | Buy |
7,558
+1,942
| +35% | +$118K | ﹤0.01% | 777 |
|
|
2015
Q4 | $317K | Buy |
+5,616
| New | +$317K | ﹤0.01% | 843 |
|
|
2015
Q3 | – | Sell |
-4,468
| Closed | -$264K | – | 1064 |
|
|
2015
Q2 | $264K | Buy |
4,468
+176
| +4% | +$10.4K | ﹤0.01% | 886 |
|
|
2015
Q1 | $258K | Sell |
4,292
-371
| -8% | -$22.3K | ﹤0.01% | 946 |
|
|
2014
Q4 | $330K | Buy |
4,663
+447
| +11% | +$31.6K | ﹤0.01% | 841 |
|
|
2014
Q3 | $310K | Buy |
4,216
+757
| +22% | +$55.7K | ﹤0.01% | 838 |
|
|
2014
Q2 | $255K | Buy |
+3,459
| New | +$255K | ﹤0.01% | 745 |
|
|
2014
Q1 | – | Sell |
-3,558
| Closed | -$237K | – | 875 |
|
|
2013
Q4 | $237K | Buy |
+3,558
| New | +$237K | ﹤0.01% | 574 |
|