Johnson Midwest Financial’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
Q3 | $31K | Buy |
367
+1
| +0.3% | +$84 | 0.07% | 111 |
|
2023
Q2 | $33.1K | Buy |
366
+80
| +28% | +$7.23K | 0.03% | 109 |
|
2023
Q1 | $25.5K | Hold |
286
| – | – | 0.04% | 125 |
|
2022
Q4 | $26K | Hold |
286
| – | – | 0.1% | 115 |
|
2022
Q3 | $25 | Hold |
286
| – | – | 0.1% | 117 |
|
2022
Q2 | $28K | Hold |
286
| – | – | 0.04% | 107 |
|
2022
Q1 | $34K | Hold |
286
| – | – | 0.05% | 95 |
|
2021
Q4 | $31K | Buy |
+286
| New | +$31K | 0.02% | 107 |
|