Lido 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 | – | Sell |
-2,253
| Closed | -$215K | – | 1454 |
|
|
2025
Q1 | $215K | Sell |
2,253
-2,263
| -50% | -$216K | ﹤0.01% | 1254 |
|
|
2024
Q4 | $438K | Buy |
+4,516
| New | +$438K | ﹤0.01% | 959 |
|
|
2020
Q4 | – | Sell |
-41,500
| Closed | -$2.42M | – | 714 |
|
|
2020
Q3 | $2.42M | Sell |
41,500
-1,000
| -2% | -$58.4K | 0.06% | 134 |
|
|
2020
Q2 | $2.26M | Hold |
42,500
| – | – | 0.07% | 131 |
|
|
2020
Q1 | $2.14M | Hold |
42,500
| – | – | 0.09% | 118 |
|
|
2019
Q4 | $3.29M | Sell |
42,500
-513
| -1% | -$39.8K | 0.13% | 95 |
|
|
2019
Q3 | $3.17M | Buy |
43,013
+158
| +0.4% | +$11.7K | 0.16% | 83 |
|
|
2019
Q2 | $3.23M | Hold |
42,855
| – | – | 0.18% | 74 |
|
|
2019
Q1 | $3.21M | Buy |
+42,855
| New | +$3.21M | 0.21% | 71 |
|