JP Morgan Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $352K | Sell |
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|
2022
Q4 | $371K | Buy |
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|
2022
Q3 | $258K | Sell |
|
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|
2022
Q2 | $285K | Sell |
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|
2022
Q1 | $356K | Sell |
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|
2021
Q4 | $333K | Buy |
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|
2021
Q3 | $283K | Hold |
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|
2021
Q2 | $291K | Sell |
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|
2021
Q1 | $259K | Sell |
|
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|
2020
Q4 | $238K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $545K | Buy |
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|
2019
Q4 | $538K | Buy |
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|
2019
Q3 | $396K | Buy |
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|
2019
Q2 | $298K | Sell |
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|
2019
Q1 | $326K | Sell |
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|
2018
Q4 | $448K | Sell |
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|
2018
Q3 | $741K | Buy |
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|
2018
Q2 | $603K | Sell |
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|
2018
Q1 | $598K | Sell |
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|
2017
Q4 | $1M | Buy |
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|
2017
Q3 | $641K | Buy |
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|
2017
Q2 | $573K | Sell |
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|
2017
Q1 | $589K | Buy |
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|
2016
Q4 | $396K | Buy |
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|
2016
Q3 | $309K | Sell |
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|
2016
Q2 | $312K | Sell |
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|
2016
Q1 | $459K | Buy |
|
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|
2015
Q4 | $317K | Buy |
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|
2015
Q3 | – | Sell |
|
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|
2015
Q2 | $264K | Buy |
|
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|
2015
Q1 | $258K | Sell |
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|
2014
Q4 | $330K | Buy |
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|
2014
Q3 | $310K | Buy |
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|
2014
Q2 | $255K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $237K | Buy |
|