CenterBook Partners’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-14,664
| Closed | -$1.4M | – | 514 |
|
|
2025
Q1 | $1.4M | Buy |
+14,664
| New | +$1.4M | 0.09% | 253 |
|
|
2024
Q1 | – | Sell |
-17,275
| Closed | -$1.71M | – | 389 |
|
|
2023
Q4 | $1.71M | Buy |
+17,275
| New | +$1.71M | 0.21% | 170 |
|
|
2023
Q2 | – | Sell |
-26,575
| Closed | -$2.37M | – | 423 |
|
|
2023
Q1 | $2.37M | Buy |
26,575
+12,598
| +90% | +$1.12M | 0.33% | 98 |
|
|
2022
Q4 | $1.27M | Buy |
13,977
+2,420
| +21% | +$219K | 0.21% | 170 |
|
|
2022
Q3 | $1.01M | Sell |
11,557
-17,650
| -60% | -$1.55M | 0.2% | 169 |
|
|
2022
Q2 | $2.81M | Buy |
+29,207
| New | +$2.81M | 0.6% | 28 |
|