RWMH
Riverpoint Wealth Management Holdings’s Bank of Montreal BMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $230K | Buy |
+2,075
| New | +$230K | 0.05% | 54 |
|
|
2025
Q1 | – | Sell |
-2,075
| Closed | -$201K | – | 55 |
|
|
2024
Q4 | $201K | Buy |
+2,075
| New | +$201K | 0.05% | 52 |
|
|
2024
Q2 | – | Sell |
-2,075
| Closed | -$203K | – | 52 |
|
|
2024
Q1 | $203K | Hold |
2,075
| – | – | 0.06% | 52 |
|
|
2023
Q4 | $205K | Buy |
+2,075
| New | +$205K | 0.06% | 53 |
|