TRADITION WEALTH MANAGEMENT, LLC – Bank of Montreal Transaction History
TRADITION WEALTH MANAGEMENT, LLC portfolio value:
$562,000
portfolio value
TRADITION WEALTH MANAGEMENT, LLC quarter portfolio value change:
-8.87%
quarter
Bank of Montreal 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.10% | 70 shares | -48K | $87.64 | 6.41K |
| Q2 2022 | share | Increase | +3.53% | 216 shares | -113K | $96.17 | 6.34K |
| Q1 2022 | share | Increase | +17.31% | 904 shares | 160K | $117.97 | 6.12K |
| Q4 2021 | share | Increase | +41.70% | 1.53K shares | 195K | $107.13 | 5.22K |
| Q3 2021 | share | Increase | 0.00% | 3.68K shares | 368K | $98.95 | 3.68K |