Lido 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 | – | Sell |
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|
2025
Q1 | $215K | Sell |
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|
2024
Q4 | $438K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $2.42M | Sell |
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|
2020
Q2 | $2.25M | Hold |
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|
2020
Q1 | $2.14M | Hold |
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|
2019
Q4 | $3.29M | Sell |
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|
2019
Q3 | $3.17M | Buy |
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|
2019
Q2 | $3.23M | Hold |
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|
2019
Q1 | $3.21M | Buy |
|