REDW Wealth’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,220
| Closed | -$200K | – | 110 |
|
|
2024
Q3 | $200K | Buy |
+2,220
| New | +$200K | 0.05% | 162 |
|
|
2024
Q2 | – | Sell |
-2,220
| Closed | -$217K | – | 157 |
|
|
2024
Q1 | $217K | Hold |
2,220
| – | – | 0.06% | 154 |
|
|
2023
Q4 | $220K | Buy |
+2,220
| New | +$220K | 0.06% | 140 |
|
|
2023
Q3 | – | Sell |
-2,220
| Closed | -$200K | – | 143 |
|
|
2023
Q2 | $200K | Buy |
+2,220
| New | +$200K | 0.06% | 137 |
|
|
2023
Q1 | – | Sell |
-2,220
| Closed | -$201K | – | 144 |
|
|
2022
Q4 | $201K | Buy |
+2,220
| New | +$201K | 0.07% | 130 |
|
|
2022
Q3 | – | Sell |
-2,220
| Closed | -$213K | – | 112 |
|
|
2022
Q2 | $213K | Hold |
2,220
| – | – | 0.08% | 109 |
|
|
2022
Q1 | $262K | Hold |
2,220
| – | – | 0.08% | 105 |
|
|
2021
Q4 | $239K | Hold |
2,220
| – | – | 0.07% | 107 |
|
|
2021
Q3 | $221K | Hold |
2,220
| – | – | 0.07% | 108 |
|
|
2021
Q2 | $228K | Buy |
+2,220
| New | +$228K | 0.07% | 107 |
|