Mascoma Wealth Management’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
Q2 | – | Sell |
-50
| Closed | -$4.51K | – | 510 |
|
|
2023
Q1 | $4.51K | Hold |
50
| – | – | ﹤0.01% | 489 |
|
|
2022
Q4 | $4.53K | Hold |
50
| – | – | ﹤0.01% | 500 |
|
|
2022
Q3 | $4K | Hold |
50
| – | – | ﹤0.01% | 495 |
|
|
2022
Q2 | $5K | Hold |
50
| – | – | ﹤0.01% | 490 |
|
|
2022
Q1 | $6K | Hold |
50
| – | – | ﹤0.01% | 484 |
|
|
2021
Q4 | $5K | Hold |
50
| – | – | ﹤0.01% | 453 |
|
|
2021
Q3 | $5K | Buy |
+50
| New | +$5K | ﹤0.01% | 378 |
|
|
2021
Q2 | – | Sell |
-50
| Closed | -$4K | – | 142 |
|
|
2021
Q1 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 392 |
|