Trifecta Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $188K | Hold |
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|
2025
Q1 | $162K | Sell |
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|
2024
Q4 | $223K | Sell |
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|
2024
Q3 | $241K | Sell |
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|
2024
Q2 | $313K | Buy |
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|
2024
Q1 | $225K | Hold |
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|
2023
Q4 | $227K | Hold |
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|
2023
Q3 | $194K | Buy |
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|
2023
Q2 | $191K | Hold |
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|
2023
Q1 | $189K | Hold |
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|
2022
Q4 | $192K | Buy |
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