Perfromance Wealth Partners’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 | $277K | Hold |
2,500
| – | – | 0.01% | 154 |
|
|
2025
Q1 | $239K | Hold |
2,500
| – | – | 0.01% | 150 |
|
|
2024
Q4 | $243K | Hold |
2,500
| – | – | 0.01% | 155 |
|
|
2024
Q3 | $226K | Buy |
+2,500
| New | +$226K | 0.01% | 176 |
|
|
2022
Q1 | – | Sell |
-15,100
| Closed | -$1.63M | – | 179 |
|
|
2021
Q4 | $1.63M | Buy |
+15,100
| New | +$1.63M | 0.07% | 62 |
|