Bank of Montreal’s Agora API Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-292,728
| Closed | -$705K | – | 3168 |
|
|
2024
Q3 | $705K | Sell |
292,728
-49,664
| -15% | -$120K | ﹤0.01% | 1944 |
|
|
2024
Q2 | $777K | Buy |
+342,392
| New | +$777K | ﹤0.01% | 1924 |
|
|
2021
Q2 | – | Sell |
-7,463
| Closed | -$424K | – | 3542 |
|
|
2021
Q1 | $424K | Buy |
7,463
+4,463
| +149% | +$254K | ﹤0.01% | 2398 |
|
|
2020
Q4 | $128K | Buy |
3,000
+2,800
| +1,400% | +$119K | ﹤0.01% | 3001 |
|
|
2020
Q3 | $8K | Buy |
+200
| New | +$8K | ﹤0.01% | 3795 |
|