Southland Equity Partners’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
Q3 | – | Sell |
-2,843
| Closed | -$238K | – | 224 |
|
|
2024
Q2 | $238K | Sell |
2,843
-22
| -0.8% | -$1.85K | 0.07% | 187 |
|
|
2024
Q1 | $280K | Buy |
2,865
+93
| +3% | +$9.09K | 0.08% | 174 |
|
|
2023
Q4 | $274K | Buy |
2,772
+50
| +2% | +$4.95K | 0.09% | 155 |
|
|
2023
Q3 | $230K | Buy |
2,722
+10
| +0.4% | +$844 | 0.08% | 170 |
|
|
2023
Q2 | $245K | Buy |
+2,712
| New | +$245K | 0.08% | 164 |
|
|
2022
Q2 | – | Sell |
-2,015
| Closed | -$238K | – | 164 |
|
|
2022
Q1 | $238K | Buy |
2,015
+50
| +3% | +$5.9K | 0.1% | 154 |
|
|
2021
Q4 | $212K | Buy |
+1,965
| New | +$212K | 0.09% | 162 |
|