VisionPoint Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-175
| Closed | -$14.7K | – | 303 |
|
|
2024
Q2 | $14.7K | Sell |
175
-79
| -31% | -$6.62K | 0.01% | 445 |
|
|
2024
Q1 | $24.8K | Sell |
254
-8
| -3% | -$781 | 0.01% | 360 |
|
|
2023
Q4 | $25.9K | Buy |
262
+4
| +2% | +$396 | 0.01% | 328 |
|
|
2023
Q3 | $21.8K | Buy |
258
+110
| +74% | +$9.28K | 0.01% | 363 |
|
|
2023
Q2 | $13.4K | Buy |
+148
| New | +$13.4K | 0.01% | 364 |
|