Stonehage Fleming Financial Services’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 |
-1,139
| Closed | -$95.6K | – | 222 |
|
|
2024
Q2 | $95.6K | Buy |
+1,139
| New | +$95.6K | ﹤0.01% | 158 |
|
|
2024
Q1 | – | Sell |
-819
| Closed | -$82.3K | – | 194 |
|
|
2023
Q4 | $82.3K | Buy |
819
+426
| +108% | +$42.8K | ﹤0.01% | 163 |
|
|
2023
Q3 | $33.3K | Buy |
+393
| New | +$33.3K | ﹤0.01% | 200 |
|
|
2022
Q3 | – | Sell |
-393
| Closed | -$38K | – | 206 |
|
|
2022
Q2 | $38K | Hold |
393
| – | – | ﹤0.01% | 202 |
|
|
2022
Q1 | $46K | Hold |
393
| – | – | ﹤0.01% | 181 |
|
|
2021
Q4 | $42K | Buy |
393
+138
| +54% | +$14.7K | ﹤0.01% | 192 |
|
|
2021
Q3 | $25K | Hold |
255
| – | – | ﹤0.01% | 205 |
|
|
2021
Q2 | $26K | Buy |
+255
| New | +$26K | ﹤0.01% | 185 |
|