Burney Company’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,793
| Closed | -$566K | – | 597 |
|
|
2024
Q1 | $566K | Sell |
5,793
-576
| -9% | -$56.3K | 0.02% | 410 |
|
|
2023
Q4 | $630K | Buy |
6,369
+67
| +1% | +$6.63K | 0.03% | 389 |
|
|
2023
Q3 | $532K | Buy |
6,302
+85
| +1% | +$7.17K | 0.02% | 391 |
|
|
2023
Q2 | $561K | Sell |
6,217
-46
| -0.7% | -$4.15K | 0.03% | 386 |
|
|
2023
Q1 | $558K | Buy |
6,263
+990
| +19% | +$88.2K | 0.03% | 387 |
|
|
2022
Q4 | $478K | Sell |
5,273
-534
| -9% | -$48.4K | 0.02% | 409 |
|
|
2022
Q3 | $509K | Buy |
5,807
+124
| +2% | +$10.9K | 0.03% | 409 |
|
|
2022
Q2 | $547K | Sell |
5,683
-359
| -6% | -$34.6K | 0.03% | 396 |
|
|
2022
Q1 | $713K | Sell |
6,042
-273
| -4% | -$32.2K | 0.03% | 378 |
|
|
2021
Q4 | $680K | Sell |
6,315
-304
| -5% | -$32.7K | 0.03% | 386 |
|
|
2021
Q3 | $660K | Buy |
6,619
+232
| +4% | +$23.1K | 0.03% | 378 |
|
|
2021
Q2 | $655K | Buy |
6,387
+461
| +8% | +$47.3K | 0.03% | 391 |
|
|
2021
Q1 | $528K | Buy |
+5,926
| New | +$528K | 0.03% | 402 |
|