Prio Wealth Limited Partnership’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $228K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $226K | Sell |
|
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|
2021
Q4 | $232K | Hold |
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|
2021
Q3 | $214K | Sell |
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|
2021
Q2 | $233K | Hold |
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|
2021
Q1 | $202K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $221K | Sell |
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|
2017
Q3 | $217K | Hold |
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|
2017
Q2 | $210K | Sell |
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|
2017
Q1 | $286K | Sell |
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|
2016
Q4 | $295K | Hold |
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|
2016
Q3 | $268K | Sell |
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|
2016
Q2 | $287K | Sell |
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|
2016
Q1 | $311K | Sell |
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|
2015
Q4 | $301K | Sell |
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|
2015
Q3 | $371K | Sell |
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|
2015
Q2 | $666K | Sell |
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|
2015
Q1 | $1.46M | Sell |
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|
2014
Q4 | $2.02M | Sell |
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|
2014
Q3 | $2.34M | Sell |
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|
2014
Q2 | $2.49M | Sell |
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|
2014
Q1 | $2.52M | Sell |
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|
2013
Q4 | $2.65M | Sell |
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|
2013
Q3 | $2.97M | Sell |
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|
2013
Q2 | $6.41M | Buy |
|