PFG Private Wealth Management’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-34
| Closed | -$3K | – | 298 |
|
|
2022
Q4 | $3K | Hold |
34
| – | – | ﹤0.01% | 256 |
|
|
2022
Q3 | $3K | Hold |
34
| – | – | ﹤0.01% | 243 |
|
|
2022
Q2 | $3K | Hold |
34
| – | – | ﹤0.01% | 251 |
|
|
2022
Q1 | $4K | Hold |
34
| – | – | ﹤0.01% | 227 |
|
|
2021
Q4 | $4K | Hold |
34
| – | – | ﹤0.01% | 231 |
|
|
2021
Q3 | $3K | Buy |
+34
| New | +$3K | ﹤0.01% | 236 |
|