Bank of Montreal’s AlTi Global ALTI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-12,200
| Closed | -$65.4K | – | 3464 |
|
2024
Q2 | $65.4K | Buy |
+12,200
| New | +$65.4K | ﹤0.01% | 3078 |
|
2022
Q4 | – | Sell |
-52,844
| Closed | -$525 | – | 3443 |
|
2022
Q3 | $525 | Buy |
52,844
+10,467
| +25% | +$104 | ﹤0.01% | 2183 |
|
2022
Q2 | $418 | Buy |
+42,377
| New | +$418 | ﹤0.01% | 2424 |
|