JFS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.4K | Sell |
121
-77
| -39% | -$8.52K | ﹤0.01% | 772 |
|
|
2025
Q1 | $18.9K | Hold |
198
| – | – | ﹤0.01% | 674 |
|
|
2024
Q4 | $19.2K | Buy |
198
+35
| +21% | +$3.4K | ﹤0.01% | 658 |
|
|
2024
Q3 | $14.7K | Buy |
163
+6
| +4% | +$541 | ﹤0.01% | 724 |
|
|
2024
Q2 | $13.2K | Sell |
157
-37
| -19% | -$3.1K | ﹤0.01% | 712 |
|
|
2024
Q1 | $19K | Hold |
194
| – | – | ﹤0.01% | 638 |
|
|
2023
Q4 | $19.2K | Buy |
194
+57
| +42% | +$5.64K | ﹤0.01% | 594 |
|
|
2023
Q3 | $11.6K | Sell |
137
-62
| -31% | -$5.23K | ﹤0.01% | 684 |
|
|
2023
Q2 | $18K | Buy |
199
+18
| +10% | +$1.63K | ﹤0.01% | 572 |
|
|
2023
Q1 | $16.1K | Buy |
181
+11
| +6% | +$980 | ﹤0.01% | 579 |
|
|
2022
Q4 | $15.4K | Buy |
170
+32
| +23% | +$2.9K | ﹤0.01% | 584 |
|
|
2022
Q3 | $12K | Sell |
138
-155
| -53% | -$13.5K | ﹤0.01% | 669 |
|
|
2022
Q2 | $28K | Buy |
293
+43
| +17% | +$4.11K | ﹤0.01% | 516 |
|
|
2022
Q1 | $29K | Buy |
250
+194
| +346% | +$22.5K | ﹤0.01% | 524 |
|
|
2021
Q4 | $6K | Buy |
+56
| New | +$6K | ﹤0.01% | 754 |
|