Bank of Montreal’s Harbor Human Capital Factor Unconstrained ETF HAPY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-1,225
| Closed | -$27.5K | – | 3238 |
|
2025
Q1 | $27.5K | Buy |
+1,225
| New | +$27.5K | ﹤0.01% | 2882 |
|
2024
Q4 | – | Sell |
-1,225
| Closed | -$29K | – | 3329 |
|
2024
Q3 | $29K | Hold |
1,225
| – | – | ﹤0.01% | 3173 |
|
2024
Q2 | $26.9K | Buy |
1,225
+325
| +36% | +$7.14K | ﹤0.01% | 3244 |
|
2024
Q1 | $20.3K | Hold |
900
| – | – | ﹤0.01% | 3289 |
|
2023
Q4 | $19.2K | Buy |
+900
| New | +$19.2K | ﹤0.01% | 3291 |
|
2023
Q3 | – | Sell |
-900
| Closed | -$17K | – | 3488 |
|
2023
Q2 | $17K | Buy |
+900
| New | +$17K | ﹤0.01% | 3341 |
|