Brookfield Corp’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-30,273
| Closed | -$2.71M | – | 590 |
|
|
2023
Q1 | $2.71M | Sell |
30,273
-4,727
| -14% | -$422K | 0.01% | 373 |
|
|
2022
Q4 | $3.17M | Buy |
+35,000
| New | +$3.17M | 0.01% | 325 |
|
|
2014
Q3 | – | Sell |
-6,800
| Closed | -$500K | – | 147 |
|
|
2014
Q2 | $500K | Hold |
6,800
| – | – | ﹤0.01% | 138 |
|
|
2014
Q1 | $451K | Hold |
6,800
| – | – | ﹤0.01% | 160 |
|
|
2013
Q4 | $453K | Buy |
6,800
+1,300
| +24% | +$86.6K | ﹤0.01% | 156 |
|
|
2013
Q3 | $368K | Buy |
5,500
+4,950
| +900% | +$331K | ﹤0.01% | 159 |
|
|
2013
Q2 | $319K | Buy |
+550
| New | +$319K | ﹤0.01% | 177 |
|