Wintrust Investments’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
Q4 | – | Sell |
-338
| Closed | -$30K | – | 428 |
|
|
2024
Q3 | $30K | Sell |
338
-2,358
| -87% | -$209K | 0.02% | 400 |
|
|
2024
Q2 | $226K | Sell |
2,696
-407
| -13% | -$34.1K | 0.02% | 431 |
|
|
2024
Q1 | $303K | Buy |
3,103
+99
| +3% | +$9.67K | 0.03% | 370 |
|
|
2023
Q4 | $297K | Buy |
+3,004
| New | +$297K | 0.03% | 349 |
|
|
2023
Q3 | – | Sell |
-2,350
| Closed | -$212K | – | 412 |
|
|
2023
Q2 | $212K | Buy |
2,350
+5
| +0.2% | +$451 | 0.02% | 398 |
|
|
2023
Q1 | $209K | Buy |
+2,345
| New | +$209K | 0.03% | 317 |
|