MBM Wealth Consultants’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 |
-87
| Closed | -$8K | – | 117 |
|
|
2023
Q1 | $8K | Hold |
87
| – | – | ﹤0.01% | 221 |
|
|
2022
Q4 | $8K | Hold |
87
| – | – | ﹤0.01% | 238 |
|
|
2022
Q3 | $8K | Hold |
87
| – | – | ﹤0.01% | 221 |
|
|
2022
Q2 | $8K | Hold |
87
| – | – | ﹤0.01% | 227 |
|
|
2022
Q1 | $10K | Hold |
87
| – | – | ﹤0.01% | 243 |
|
|
2021
Q4 | $9K | Hold |
87
| – | – | ﹤0.01% | 234 |
|
|
2021
Q3 | $9K | Hold |
87
| – | – | ﹤0.01% | 233 |
|
|
2021
Q2 | $9K | Hold |
87
| – | – | ﹤0.01% | 221 |
|
|
2021
Q1 | $8K | Hold |
87
| – | – | ﹤0.01% | 216 |
|
|
2020
Q4 | $7K | Hold |
87
| – | – | ﹤0.01% | 194 |
|
|
2020
Q3 | $5K | Hold |
87
| – | – | ﹤0.01% | 190 |
|
|
2020
Q2 | $5K | Hold |
87
| – | – | ﹤0.01% | 187 |
|
|
2020
Q1 | $4K | Hold |
87
| – | – | ﹤0.01% | 176 |
|
|
2019
Q4 | $7K | Hold |
87
| – | – | 0.01% | 181 |
|
|
2019
Q3 | $6K | Hold |
87
| – | – | ﹤0.01% | 179 |
|
|
2019
Q2 | $7K | Hold |
87
| – | – | 0.01% | 177 |
|
|
2019
Q1 | $7K | Hold |
87
| – | – | 0.01% | 178 |
|
|
2018
Q4 | $6K | Buy |
+87
| New | +$6K | 0.01% | 194 |
|