Capital Group Private Client Services’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
Q4 | – | Sell |
-27,596
| Closed | -$2.49M | – | 272 |
|
|
2024
Q3 | $2.49M | Sell |
27,596
-1,619
| -6% | -$146K | 0.02% | 199 |
|
|
2024
Q2 | $2.45M | Sell |
29,215
-202
| -0.7% | -$17K | 0.02% | 194 |
|
|
2024
Q1 | $2.87M | Buy |
29,417
+8,340
| +40% | +$814K | 0.03% | 191 |
|
|
2023
Q4 | $2.09M | Sell |
21,077
-2,202
| -9% | -$218K | 0.02% | 193 |
|
|
2023
Q3 | $1.96M | Sell |
23,279
-10,395
| -31% | -$877K | 0.02% | 184 |
|
|
2023
Q2 | $3.04M | Buy |
+33,674
| New | +$3.04M | 0.04% | 162 |
|