Pinnacle Wealth Planning Services’s Bank of Montreal BMO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-1,999
Closed -$236K 428
2022
Q1
$236K Buy
+1,999
New +$236K 0.04% 329
2021
Q1
Sell
-82
Closed -$6K 550
2020
Q4
$6K Buy
+82
New +$6K ﹤0.01% 1570