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Walled Lake Planning & Wealth Management’s Bank of Montreal BMO Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio BMO Stock Details BMO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-25
Closed -$1K – 342
2020
Q2 		$1K Sell
25
-118
-83% -$4.72K ﹤0.01% 301
2020
Q1 		$7K Sell
143
-48,976
-100% -$2.4M 0.01% 205
2019
Q4 		$3.81M Buy
+49,119
New +$3.81M 2.75% 19