Northern Oak Wealth Management Inc Bank Of Montreal Transaction History

Northern Oak Wealth Management Inc

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 16, 2022	BUY	$93.85 - $118.29 $37,821 - $47,670	403 New	403 $39,000
Q4 2019 Jan 27, 2020	SELL	$71.38 - $77.63 $9,993 - $10,868	-140 Closed	0 $0
Q3 2019 Oct 31, 2019	SELL	$66.9 - $77.18 $49,506 - $57,113	-740 Reduced 84.09%	140 $10,000
Q1 2019 Apr 24, 2019	SELL	$65.83 - $78.27 $40,222 - $47,822	-611 Reduced 40.98%	880 $0
Q4 2018 Feb 14, 2019	SELL	$63.51 - $83.41 $35,375 - $46,459	-557 Reduced 27.2%	1,491 $97,000
Q3 2018 Nov 15, 2018	SELL	$76.79 - $83.81 $17,661 - $19,276	-230 Reduced 10.1%	2,048 $0
Q2 2018 Aug 13, 2018	SELL	$74.84 - $79.49 $961,095 - $1.02 Million	-12,842 Reduced 84.93%	2,278 $0
Q1 2018 May 11, 2018	SELL	$74.4 - $84.11 $1,488 - $1,682	-20 Reduced 0.13%	15,120 $0
Q4 2017 Feb 16, 2018	BUY	$76.21 - $80.02 $875,424 - $919,189	11,487 Added 314.45%	15,140 $0
Q3 2017 Nov 15, 2017	BUY	$71.44 - $75.87 $260,970 - $277,153	3,653	3,653 $0

537

329M

8.71M

10.6M

Ticker BMO
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 674,361,024
Market Cap $64.3B
Description
Bank of Montreal provides diversified financial services primarily in North America. The company's personal banking products and services include checking and savings accounts, credit cards, mortgages, and financial and investment advice services; and commercial banking products and services comprise business deposit accounts, commercial credit ...

Get notified when there are updates to the investment portfolio of Northern Oak Wealth Management Inc, based on Form 13F filings with the SEC.

Stay updated on Northern Oak Wealth Management Inc with notifications on news.