SIA
Schechter Investment Advisors’s Bank of Montreal BMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,182
| Closed | -$212K | – | 639 |
|
|
2024
Q4 | $212K | Buy |
+2,182
| New | +$212K | 0.02% | 562 |
|
|
2024
Q3 | – | Sell |
-3,132
| Closed | -$263K | – | 678 |
|
|
2024
Q2 | $263K | Sell |
3,132
-318
| -9% | -$26.7K | 0.02% | 500 |
|
|
2024
Q1 | $337K | Buy |
3,450
+289
| +9% | +$28.2K | 0.03% | 475 |
|
|
2023
Q4 | $313K | Buy |
3,161
+116
| +4% | +$11.5K | 0.03% | 455 |
|
|
2023
Q3 | $257K | Buy |
+3,045
| New | +$257K | 0.02% | 488 |
|
|
2023
Q2 | – | Sell |
-3,262
| Closed | -$291K | – | 677 |
|
|
2023
Q1 | $291K | Sell |
3,262
-10
| -0.3% | -$891 | 0.03% | 528 |
|
|
2022
Q4 | $296K | Buy |
3,272
+320
| +11% | +$29K | 0.03% | 635 |
|
|
2022
Q3 | $259K | Buy |
+2,952
| New | +$259K | 0.03% | 757 |
|
|
2022
Q2 | – | Sell |
-2,267
| Closed | -$267K | – | 957 |
|
|
2022
Q1 | $267K | Buy |
2,267
+393
| +21% | +$46.3K | 0.02% | 746 |
|
|
2021
Q4 | $202K | Buy |
+1,874
| New | +$202K | 0.02% | 796 |
|