Pathstone Family Office’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $437K | Buy |
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|
2023
Q2 | $318K | Buy |
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|
2023
Q1 | $311K | Sell |
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|
2022
Q4 | $813K | Buy |
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|
2022
Q3 | $804K | Buy |
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|
2022
Q2 | $332K | Buy |
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|
2022
Q1 | $272K | Sell |
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|
2021
Q4 | $241K | Hold |
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|
2021
Q3 | $223K | Hold |
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|
2021
Q2 | $229K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $158K | Hold |
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|
2020
Q3 | $121K | Hold |
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|
2020
Q2 | $110K | Hold |
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|
2020
Q1 | $104K | Hold |
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|
2019
Q4 | $1.61M | Hold |
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|
2019
Q3 | $153K | Hold |
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|
2019
Q2 | $157K | Hold |
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|
2019
Q1 | $155K | Buy |
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