Bank of Montreal’s MarketWise MKTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-827
| Closed | -$49.8K | – | 3710 |
|
|
2023
Q4 | $49.8K | Sell |
827
-52
| -6% | -$3.13K | ﹤0.01% | 3134 |
|
|
2023
Q3 | $31.8K | Buy |
+879
| New | +$31.8K | ﹤0.01% | 3067 |
|
|
2021
Q3 | – | Sell |
-117,922
| Closed | -$23.5M | – | 3632 |
|
|
2021
Q2 | $23.5M | Sell |
117,922
-2,500
| -2% | -$499K | 0.01% | 775 |
|
|
2021
Q1 | $24M | Buy |
+120,422
| New | +$24M | 0.02% | 573 |
|