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Valley National Advisers’s Bank of Montreal BMO Stock Holding History

Valley National Advisers’s Portfolio BMO Stock Details BMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2K Hold
26
– – ﹤0.01% 708
2025
Q1 		$2K Sell
26
-4
-13% -$308 ﹤0.01% 700
2024
Q4 		$2K Hold
30
– – ﹤0.01% 674
2024
Q3 		$2K Hold
30
– – ﹤0.01% 648
2024
Q2 		$2K Buy
+30
New +$2K ﹤0.01% 880