Wendell David Associates’s Bank of Montreal BMO Stock Holding History

Wendell David Associates’s Portfolio BMO Stock Details BMO Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell
2022 Q3	$202K	Sell
2022 Q2	$240K	Hold
2022 Q1	$295K	Buy
2021 Q4	$259K	Sell
2021 Q3	$400K	Buy