Midland Wealth 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 | $686K | Hold |
6,200
| – | – | 0.04% | 95 |
|
|
2025
Q1 | $592K | Hold |
6,200
| – | – | 0.03% | 117 |
|
|
2024
Q4 | $602K | Hold |
6,200
| – | – | 0.04% | 122 |
|
|
2024
Q3 | $559K | Hold |
6,200
| – | – | 0.03% | 129 |
|
|
2024
Q2 | $520K | Sell |
6,200
-7,792
| -56% | -$653K | 0.03% | 138 |
|
|
2024
Q1 | $1.37M | Hold |
13,992
| – | – | 0.08% | 66 |
|
|
2023
Q4 | $1.38M | Buy |
+13,992
| New | +$1.38M | 0.09% | 60 |
|