Total Clarity 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
2025
Q2
Sell
-2,185
Closed -$212K 289
2025
Q1
$212K Hold
2,185
0.07% 242
2024
Q4
$212K Sell
2,185
-92
-4% -$8.93K 0.07% 242
2024
Q3
$205K Buy
+2,277
New +$205K 0.07% 243