Portfolio (Quarterly)
Guide ↗
BANK OF MONTREAL /CAN/
· CIK 0000927971| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 381 | XMHQ | INVESCO EXCHANGE TRADED FD T | — | 15 | $2K | — | SOLD |
| 382 | — | DIREXION SHS ETF TR | — | 585 | $2K | — | SOLD |
| 383 | JOBY PUT | JOBY AVIATION INC | Industrials | 100 | $1K | — | SOLD |
| 384 | PTON PUT | PELOTON INTERACTIVE INC | Consumer Cyclical | 200 | $1K | — | SOLD |
| 385 | UAMY PUT | UNITED STATES ANTIMONY CORP | Basic Materials | 100 | $502.0 | — | SOLD |
| 386 | FUTY | FIDELITY COVINGTON TRUST | — | 3 | $166.0 | — | SOLD |
Sector Allocation
Financial Services
29.4%
Technology
20.4%
Communication Services
9.4%
Energy
9.0%
Consumer Cyclical
6.9%
Industrials
6.8%
Basic Materials
5.7%
Healthcare
4.9%
Consumer Defensive
3.4%
Utilities
3.2%