Aigen Investment Management’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $848K | Buy |
+5,616
| New | +$848K | 0.12% | 276 |
|
2024
Q4 | – | Sell |
-3,933
| Closed | -$355K | – | 743 |
|
2024
Q3 | $355K | Buy |
+3,933
| New | +$355K | 0.07% | 413 |
|
2023
Q2 | – | Sell |
-14,215
| Closed | -$1.27M | – | 753 |
|
2023
Q1 | $1.27M | Buy |
+14,215
| New | +$1.27M | 0.17% | 143 |
|
2022
Q3 | – | Sell |
-2,696
| Closed | -$259K | – | 587 |
|
2022
Q2 | $259K | Sell |
2,696
-11,728
| -81% | -$1.13M | 0.04% | 415 |
|
2022
Q1 | $1.7M | Buy |
14,424
+9,334
| +183% | +$1.1M | 0.29% | 97 |
|
2021
Q4 | $540K | Buy |
+5,090
| New | +$540K | 0.03% | 592 |
|