Schubert & Co’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-42
| Closed | -$3.74K | – | 231 |
|
|
2023
Q1 | $3.74K | Sell |
42
-51
| -55% | -$4.55K | ﹤0.01% | 591 |
|
|
2022
Q4 | $8.43K | Sell |
93
-14
| -13% | -$1.27K | 0.01% | 257 |
|
|
2022
Q3 | $9K | Buy |
107
+20
| +23% | +$1.68K | 0.01% | 209 |
|
|
2022
Q2 | $8K | Buy |
+87
| New | +$8K | 0.01% | 203 |
|