Ridgewood Investments’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 | $85.4K | Hold |
772
| – | – | 0.04% | 265 |
|
2025
Q1 | $73.7K | Hold |
772
| – | – | 0.03% | 272 |
|
2024
Q4 | $74.9K | Hold |
772
| – | – | 0.04% | 265 |
|
2024
Q3 | $69.6K | Sell |
772
-1
| -0.1% | -$90 | 0.03% | 269 |
|
2024
Q2 | $64.8K | Buy |
+773
| New | +$64.8K | 0.03% | 288 |
|
2023
Q3 | – | Sell |
-760
| Closed | -$68.7K | – | 233 |
|
2023
Q2 | $68.7K | Sell |
760
-110
| -13% | -$9.94K | 0.04% | 281 |
|
2023
Q1 | $77.6K | Buy |
+870
| New | +$77.6K | 0.05% | 277 |
|