Pathway Financial Advisers’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
Q1 | – | Sell |
-341
| Closed | -$33K | – | 185 |
|
|
2024
Q4 | $33K | Sell |
341
-30,113
| -99% | -$2.91M | 0.01% | 266 |
|
|
2024
Q3 | $338 | Buy |
30,454
+29,367
| +2,702% | +$326 | ﹤0.01% | 392 |
|
|
2024
Q2 | $91K | Buy |
1,087
+12
| +1% | +$1K | 0.03% | 189 |
|
|
2024
Q1 | $105K | Buy |
1,075
+142
| +15% | +$13.9K | 0.04% | 185 |
|
|
2023
Q4 | $92.3K | Buy |
933
+10
| +1% | +$990 | 0.04% | 191 |
|
|
2023
Q3 | $77.9K | Buy |
+923
| New | +$77.9K | 0.03% | 202 |
|
|
2023
Q1 | $5.35K | Hold |
60
| – | – | ﹤0.01% | 432 |
|
|
2022
Q4 | $5.44K | Buy |
+60
| New | +$5.44K | ﹤0.01% | 481 |
|