Spire Wealth Management’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-538
| Closed | -$63K | – | 2666 |
|
|
2022
Q1 | $63K | Hold |
538
| – | – | ﹤0.01% | 1353 |
|
|
2021
Q4 | $58K | Hold |
538
| – | – | ﹤0.01% | 1643 |
|
|
2021
Q3 | $54K | Hold |
538
| – | – | ﹤0.01% | 1442 |
|
|
2021
Q2 | $55K | Sell |
538
-903
| -63% | -$92.3K | ﹤0.01% | 1440 |
|
|
2021
Q1 | $128K | Buy |
+1,441
| New | +$128K | ﹤0.01% | 1278 |
|