Bank of Montreal’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $800K | Sell |
33,068
-250,786
| -88% | -$6.07M | ﹤0.01% | 1772 |
|
|
2025
Q1 | $5.56M | Buy |
283,854
+178,296
| +169% | +$3.49M | ﹤0.01% | 1006 |
|
|
2024
Q4 | $2.37M | Buy |
105,558
+76,937
| +269% | +$1.73M | ﹤0.01% | 1301 |
|
|
2024
Q3 | $647K | Sell |
28,621
-243,943
| -89% | -$5.51M | ﹤0.01% | 1991 |
|
|
2024
Q2 | $4.43M | Sell |
272,564
-319,609
| -54% | -$5.2M | ﹤0.01% | 1183 |
|
|
2024
Q1 | $16.2M | Buy |
592,173
+551,634
| +1,361% | +$15.1M | ﹤0.01% | 746 |
|
|
2023
Q4 | $1.73M | Buy |
40,539
+35,808
| +757% | +$1.53M | ﹤0.01% | 1474 |
|
|
2023
Q3 | $172K | Sell |
4,731
-5,420
| -53% | -$197K | ﹤0.01% | 2703 |
|
|
2023
Q2 | $441K | Sell |
10,151
-8,855
| -47% | -$385K | ﹤0.01% | 2320 |
|
|
2023
Q1 | $618K | Sell |
19,006
-72,184
| -79% | -$2.35M | ﹤0.01% | 2109 |
|
|
2022
Q4 | $2.61M | Sell |
91,190
-249,196
| -73% | -$7.13M | ﹤0.01% | 1406 |
|
|
2022
Q3 | $11.1K | Buy |
340,386
+295,761
| +663% | +$9.67K | ﹤0.01% | 801 |
|
|
2022
Q2 | $2.04K | Sell |
44,625
-82,556
| -65% | -$3.78K | ﹤0.01% | 1583 |
|
|
2022
Q1 | $12.9M | Sell |
127,181
-24,229
| -16% | -$2.46M | 0.01% | 856 |
|
|
2021
Q4 | $22.3M | Buy |
151,410
+135,776
| +868% | +$20M | 0.01% | 686 |
|
|
2021
Q3 | $2M | Sell |
15,634
-6,121
| -28% | -$781K | ﹤0.01% | 1912 |
|
|
2021
Q2 | $2.42M | Buy |
21,755
+13,984
| +180% | +$1.55M | ﹤0.01% | 1842 |
|
|
2021
Q1 | $769K | Sell |
7,771
-842
| -10% | -$83.3K | ﹤0.01% | 2077 |
|
|
2020
Q4 | $1.22M | Buy |
8,613
+8,401
| +3,963% | +$1.19M | ﹤0.01% | 1766 |
|
|
2020
Q3 | $17K | Buy |
+212
| New | +$17K | ﹤0.01% | 3499 |
|