Summit Securities Group’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
Q2 | – | Sell |
-1
| Closed | – | – | 748 |
|
|
2023
Q1 | $0 | Sell |
1
-99
| -99% | – | ﹤0.01% | 684 |
|
|
2022
Q4 | $9K | Hold |
100
| – | – | ﹤0.01% | 810 |
|
|
2022
Q3 | $9K | Sell |
100
-2
| -2% | -$180 | ﹤0.01% | 586 |
|
|
2022
Q2 | $10K | Buy |
+102
| New | +$10K | ﹤0.01% | 632 |
|
|
2016
Q1 | – | Sell |
-6,010
| Closed | -$339K | – | 157 |
|
|
2015
Q4 | $339K | Buy |
+6,010
| New | +$339K | 0.11% | 131 |
|
|
2014
Q4 | – | Sell |
-900
| Closed | -$66K | – | 478 |
|
|
2014
Q3 | $66K | Buy |
+900
| New | +$66K | 0.02% | 335 |
|