Wendell David Associates’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,300
| Closed | -$202K | – | 146 |
|
|
2022
Q3 | $202K | Sell |
2,300
-200
| -8% | -$17.6K | 0.03% | 142 |
|
|
2022
Q2 | $240K | Hold |
2,500
| – | – | 0.03% | 139 |
|
|
2022
Q1 | $295K | Buy |
2,500
+100
| +4% | +$11.8K | 0.03% | 137 |
|
|
2021
Q4 | $259K | Sell |
2,400
-1,609
| -40% | -$174K | 0.03% | 147 |
|
|
2021
Q3 | $400K | Buy |
+4,009
| New | +$400K | 0.04% | 120 |
|