Strategic Investment Solutions’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44.3K | Hold |
400
| – | – | 0.01% | 223 |
|
|
2025
Q1 | $38.2K | Hold |
400
| – | – | 0.01% | 224 |
|
|
2024
Q4 | $39.6K | Hold |
400
| – | – | 0.01% | 233 |
|
|
2024
Q3 | $36.1K | Hold |
400
| – | – | 0.01% | 220 |
|
|
2024
Q2 | $33.7K | Buy |
+400
| New | +$33.7K | 0.01% | 213 |
|
|
2023
Q4 | $39.6K | Buy |
+400
| New | +$39.6K | 0.01% | 523 |
|
|
2023
Q2 | – | Sell |
-400
| Closed | -$35.6K | – | 879 |
|
|
2023
Q1 | $35.6K | Buy |
+400
| New | +$35.6K | 0.01% | 428 |
|