MeadowBrook Investment 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 |
-75
| Closed | -$7.16K | – | 239 |
|
|
2025
Q1 | $7.16K | Hold |
75
| – | – | 0.01% | 266 |
|
|
2024
Q4 | $7.28K | Hold |
75
| – | – | 0.01% | 268 |
|
|
2024
Q3 | $6.77K | Hold |
75
| – | – | 0.01% | 263 |
|
|
2024
Q2 | $6.29K | Hold |
75
| – | – | 0.01% | 254 |
|
|
2024
Q1 | $7.33K | Hold |
75
| – | – | 0.01% | 255 |
|
|
2023
Q4 | $7.42K | Buy |
+75
| New | +$7.42K | 0.01% | 260 |
|