Sutton Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-628
| Closed | -$56.9K | – | 908 |
|
|
2022
Q4 | $56.9K | Sell |
628
-466
| -43% | -$43.1K | 0.02% | 356 |
|
|
2022
Q3 | $95.9K | Hold |
1,094
| – | – | 0.04% | 254 |
|
|
2022
Q2 | $105K | Hold |
1,094
| – | – | 0.04% | 234 |
|
|
2022
Q1 | $129K | Hold |
1,094
| – | – | 0.04% | 220 |
|
|
2021
Q4 | $118K | Hold |
1,094
| – | – | 0.04% | 235 |
|
|
2021
Q3 | $109K | Sell |
1,094
-1
| -0.1% | -$101 | 0.04% | 239 |
|
|
2021
Q2 | $112K | Hold |
1,095
| – | – | 0.04% | 239 |
|
|
2021
Q1 | $97.6K | Hold |
1,095
| – | – | 0.04% | 246 |
|
|
2020
Q4 | $83.3K | Sell |
1,095
-7
| -0.6% | -$479 | 0.04% | 247 |
|
|
2020
Q3 | $64.4K | Hold |
1,102
| – | – | 0.03% | 260 |
|
|
2020
Q2 | $58.5K | Hold |
1,102
| – | – | 0.03% | 271 |
|
|
2020
Q1 | $55.4K | Hold |
1,102
| – | – | 0.03% | 249 |
|
|
2019
Q4 | $85.4K | Hold |
1,102
| – | – | 0.04% | 229 |
|
|
2019
Q3 | $81.3K | Hold |
1,102
| – | – | 0.05% | 232 |
|
|
2019
Q2 | $83.1K | Hold |
1,102
| – | – | 0.05% | 229 |
|
|
2019
Q1 | $82.5K | Hold |
1,102
| – | – | 0.05% | 229 |
|
|
2018
Q4 | $72K | Hold |
1,102
| – | – | 0.05% | 232 |
|
|
2018
Q3 | $90.9K | Hold |
1,102
| – | – | 0.06% | 209 |
|
|
2018
Q2 | $85.1K | Hold |
1,102
| – | – | 0.06% | 214 |
|
|
2018
Q1 | $83.3K | Hold |
1,102
| – | – | 0.06% | 215 |
|
|
2017
Q4 | $88.2K | Hold |
1,102
| – | – | 0.06% | 206 |
|
|
2017
Q3 | $83.4K | Hold |
1,102
| – | – | 0.06% | 206 |
|
|
2017
Q2 | $80.9K | Hold |
1,102
| – | – | 0.06% | 208 |
|
|
2017
Q1 | $82.4K | Hold |
1,102
| – | – | 0.07% | 202 |
|
|
2016
Q4 | $79.3K | Hold |
1,102
| – | – | 0.07% | 198 |
|
|
2016
Q3 | $72.3K | Hold |
1,102
| – | – | 0.07% | 208 |
|
|
2016
Q2 | $69.9K | Hold |
1,102
| – | – | 0.07% | 209 |
|
|
2016
Q1 | $66.9K | Buy |
+1,102
| New | +$60.4K | 0.06% | 209 |
|
Other funds holding BMO
