Mark Sheptoff Financial Planning’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-100
| Closed | -$9.02K | – | 433 |
|
|
2024
Q3 | $9.02K | Hold |
100
| – | – | ﹤0.01% | 317 |
|
|
2024
Q2 | $8.39K | Hold |
100
| – | – | ﹤0.01% | 331 |
|
|
2024
Q1 | $9.77K | Hold |
100
| – | – | 0.01% | 296 |
|
|
2023
Q4 | $9.89K | Hold |
100
| – | – | 0.01% | 290 |
|
|
2023
Q3 | $8.44K | Hold |
100
| – | – | 0.01% | 277 |
|
|
2023
Q2 | $9.03K | Hold |
100
| – | – | 0.01% | 280 |
|
|
2023
Q1 | $8.91K | Hold |
100
| – | – | 0.01% | 270 |
|
|
2022
Q4 | $9.06K | Hold |
100
| – | – | 0.01% | 275 |
|
|
2022
Q3 | $9K | Hold |
100
| – | – | 0.01% | 255 |
|
|
2022
Q2 | $10K | Hold |
100
| – | – | 0.01% | 256 |
|
|
2022
Q1 | $12K | Hold |
100
| – | – | 0.01% | 284 |
|
|
2021
Q4 | $11K | Hold |
100
| – | – | 0.01% | 309 |
|
|
2021
Q3 | $10K | Hold |
100
| – | – | 0.01% | 302 |
|
|
2021
Q2 | $10K | Hold |
100
| – | – | 0.01% | 323 |
|
|
2021
Q1 | $9K | Hold |
100
| – | – | 0.01% | 293 |
|
|
2020
Q4 | $8K | Sell |
100
-100
| -50% | -$8K | ﹤0.01% | 278 |
|
|
2020
Q3 | $12K | Hold |
200
| – | – | 0.01% | 220 |
|
|
2020
Q2 | $11K | Hold |
200
| – | – | 0.01% | 251 |
|
|
2020
Q1 | $10K | Sell |
200
-100
| -33% | -$5K | 0.01% | 232 |
|
|
2019
Q4 | $23K | Hold |
300
| – | – | 0.01% | 201 |
|
|
2019
Q3 | $22K | Buy |
+300
| New | +$22K | 0.01% | 200 |
|