Stratos Wealth Partners’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $321K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $298K | Sell |
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|
2022
Q3 | $1.24M | Sell |
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|
2022
Q2 | $2.41M | Buy |
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|
2022
Q1 | $2.85M | Buy |
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|
2021
Q4 | $2.49M | Buy |
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|
2021
Q3 | $1.92M | Buy |
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|
2021
Q2 | $1.57M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $15K | Hold |
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|
2017
Q4 | $16K | Buy |
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