Sugarloaf 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-33
| Closed | -$2.78K | – | 688 |
|
|
2023
Q3 | $2.78K | Hold |
33
| – | – | ﹤0.01% | 583 |
|
|
2023
Q2 | $2.98K | Hold |
33
| – | – | ﹤0.01% | 588 |
|
|
2023
Q1 | $2.94K | Hold |
33
| – | – | ﹤0.01% | 585 |
|
|
2022
Q4 | $2.99K | Hold |
33
| – | – | ﹤0.01% | 634 |
|
|
2022
Q3 | $3K | Hold |
33
| – | – | ﹤0.01% | 656 |
|
|
2022
Q2 | $3K | Hold |
33
| – | – | ﹤0.01% | 640 |
|
|
2022
Q1 | $4K | Hold |
33
| – | – | ﹤0.01% | 574 |
|
|
2021
Q4 | $4K | Hold |
33
| – | – | ﹤0.01% | 603 |
|
|
2021
Q3 | $3K | Hold |
33
| – | – | ﹤0.01% | 637 |
|
|
2021
Q2 | $3K | Hold |
33
| – | – | ﹤0.01% | 632 |
|
|
2021
Q1 | $3 | Hold |
33
| – | – | ﹤0.01% | 624 |
|
|
2020
Q4 | $3K | Hold |
33
| – | – | ﹤0.01% | 588 |
|
|
2020
Q3 | $2K | Hold |
33
| – | – | ﹤0.01% | 606 |
|
|
2020
Q2 | $2K | Hold |
33
| – | – | ﹤0.01% | 597 |
|
|
2020
Q1 | $3K | Hold |
33
| – | – | ﹤0.01% | 559 |
|
|
2019
Q4 | $3K | Buy |
+33
| New | +$3K | ﹤0.01% | 594 |
|