Janiczek Wealth Management’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $72.2K | Hold |
861
| – | – | 0.02% | 347 |
|
|
2024
Q1 | $84.1K | Hold |
861
| – | – | 0.02% | 326 |
|
|
2023
Q4 | $85.2K | Sell |
861
-29
| -3% | -$2.87K | 0.02% | 293 |
|
|
2023
Q3 | $75.1K | Sell |
890
-49
| -5% | -$4.13K | 0.02% | 300 |
|
|
2023
Q2 | $84.8K | Sell |
939
-38
| -4% | -$3.43K | 0.02% | 240 |
|
|
2023
Q1 | $88.9K | Sell |
977
-83
| -8% | -$7.55K | 0.03% | 233 |
|
|
2022
Q4 | $103K | Sell |
1,060
-11
| -1% | -$1.07K | 0.03% | 216 |
|
|
2022
Q3 | $91K | Sell |
1,071
-410
| -28% | -$34.8K | 0.03% | 213 |
|
|
2022
Q2 | $149K | Buy |
1,481
+135
| +10% | +$13.6K | 0.04% | 144 |
|
|
2022
Q1 | $159K | Buy |
1,346
+10
| +0.7% | +$1.18K | 0.04% | 145 |
|
|
2021
Q4 | $144K | Sell |
1,336
-5
| -0.4% | -$539 | 0.04% | 140 |
|
|
2021
Q3 | $134K | Buy |
1,341
+163
| +14% | +$16.3K | 0.05% | 135 |
|
|
2021
Q2 | $121K | Buy |
1,178
+38
| +3% | +$3.9K | 0.04% | 128 |
|
|
2021
Q1 | $102K | Buy |
1,140
+220
| +24% | +$19.7K | 0.04% | 134 |
|
|
2020
Q4 | $70K | Buy |
920
+837
| +1,008% | +$63.7K | 0.03% | 146 |
|
|
2020
Q3 | $5K | Buy |
+83
| New | +$5K | ﹤0.01% | 327 |
|