Stratos Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,290
| Closed | -$298K | – | 1139 |
|
|
2022
Q4 | $298K | Sell |
3,290
-10,876
| -77% | -$985K | 0.01% | 894 |
|
|
2022
Q3 | $1.24M | Sell |
14,166
-10,881
| -43% | -$954K | 0.03% | 422 |
|
|
2022
Q2 | $2.41M | Buy |
25,047
+856
| +4% | +$82.3K | 0.06% | 284 |
|
|
2022
Q1 | $2.85M | Buy |
24,191
+1,096
| +5% | +$129K | 0.06% | 282 |
|
|
2021
Q4 | $2.49M | Buy |
23,095
+3,875
| +20% | +$417K | 0.06% | 304 |
|
|
2021
Q3 | $1.92M | Buy |
19,220
+3,923
| +26% | +$391K | 0.05% | 332 |
|
|
2021
Q2 | $1.57M | Buy |
+15,297
| New | +$1.57M | 0.04% | 413 |
|
|
2018
Q2 | – | Sell |
-197
| Closed | -$15K | – | 1147 |
|
|
2018
Q1 | $15K | Hold |
197
| – | – | ﹤0.01% | 2117 |
|
|
2017
Q4 | $16K | Buy |
+197
| New | +$16K | ﹤0.01% | 1980 |
|