Bank of Montreal’s XP XP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,228,957
| Closed | -$42.8M | – | 3854 |
|
|
2024
Q2 | $42.8M | Buy |
2,228,957
+2,087,591
| +1,477% | +$40.1M | 0.01% | 497 |
|
|
2024
Q1 | $3.63M | Buy |
141,366
+104,082
| +279% | +$2.67M | ﹤0.01% | 1200 |
|
|
2023
Q4 | $1M | Sell |
37,284
-1,891
| -5% | -$50.9K | ﹤0.01% | 1715 |
|
|
2023
Q3 | $1.04M | Buy |
39,175
+1,764
| +5% | +$46.7K | ﹤0.01% | 1729 |
|
|
2023
Q2 | $880K | Sell |
37,411
-5,133
| -12% | -$121K | ﹤0.01% | 1934 |
|
|
2023
Q1 | $522K | Buy |
42,544
+7,181
| +20% | +$88.1K | ﹤0.01% | 2194 |
|
|
2022
Q4 | $543K | Sell |
35,363
-7,569
| -18% | -$116K | ﹤0.01% | 2186 |
|
|
2022
Q3 | $825 | Sell |
42,932
-802,293
| -95% | -$15.4K | ﹤0.01% | 1948 |
|
|
2022
Q2 | $16.6K | Buy |
845,225
+794,485
| +1,566% | +$15.6K | 0.01% | 704 |
|
|
2022
Q1 | $1.59M | Buy |
50,740
+39,799
| +364% | +$1.24M | ﹤0.01% | 1690 |
|
|
2021
Q4 | $313K | Buy |
+10,941
| New | +$313K | ﹤0.01% | 2631 |
|