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Burney Company’s Bank of Montreal BMO Stock Holding History

Burney Company’s Portfolio BMO Stock Details BMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-5,793
Closed -$566K – 597
2024
Q1 		$566K Sell
5,793
-576
-9% -$54.4K 0.02% 410
2023
Q4 		$630K Buy
6,369
+67
+1% +$5.59K 0.03% 389
2023
Q3 		$532K Buy
6,302
+85
+1% +$7.47K 0.02% 391
2023
Q2 		$561K Sell
6,217
-46
-0.7% -$4.07K 0.03% 386
2023
Q1 		$558K Buy
6,263
+990
+19% +$93.9K 0.03% 387
2022
Q4 		$478K Sell
5,273
-534
-9% -$49.4K 0.02% 409
2022
Q3 		$509K Buy
5,807
+124
+2% +$12K 0.03% 409
2022
Q2 		$547K Sell
5,683
-359
-6% -$38.1K 0.03% 396
2022
Q1 		$713K Sell
6,042
-273
-4% -$31.6K 0.03% 378
2021
Q4 		$680K Sell
6,315
-304
-5% -$32.8K 0.03% 386
2021
Q3 		$660K Buy
6,619
+232
+4% +$23.4K 0.03% 378
2021
Q2 		$655K Buy
6,387
+461
+8% +$45.5K 0.03% 391
2021
Q1 		$528K Buy
+5,926
New +$483K 0.03% 402

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