JFS Wealth Advisors’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.4K | Sell |
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|
2025
Q1 | $18.9K | Hold |
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|
2024
Q4 | $19.2K | Buy |
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|
2024
Q3 | $14.7K | Buy |
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|
2024
Q2 | $13.2K | Sell |
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|
2024
Q1 | $18.9K | Hold |
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|
2023
Q4 | $19.2K | Buy |
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|
2023
Q3 | $11.6K | Sell |
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|
2023
Q2 | $18K | Buy |
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|
2023
Q1 | $16.1K | Buy |
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|
2022
Q4 | $15.4K | Buy |
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|
2022
Q3 | $12K | Sell |
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|
2022
Q2 | $28K | Buy |
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|
2022
Q1 | $29K | Buy |
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|
2021
Q4 | $6K | Buy |
|