Certuity’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 | $495K | Buy |
4,478
+9
| +0.2% | +$996 | 0.05% | 205 |
|
|
2025
Q1 | $427K | Buy |
4,469
+2
| +0% | +$191 | 0.04% | 207 |
|
|
2024
Q4 | $433K | Buy |
4,467
+538
| +14% | +$52.2K | 0.05% | 196 |
|
|
2024
Q3 | $354K | Hold |
3,929
| – | – | 0.04% | 228 |
|
|
2024
Q2 | $329K | Buy |
3,929
+79
| +2% | +$6.62K | 0.03% | 237 |
|
|
2024
Q1 | $376K | Hold |
3,850
| – | – | 0.03% | 204 |
|
|
2023
Q4 | $381K | Buy |
+3,850
| New | +$381K | 0.04% | 213 |
|
|
2021
Q2 | – | Sell |
-4,552
| Closed | -$406K | – | 348 |
|
|
2021
Q1 | $406K | Buy |
+4,552
| New | +$406K | 0.11% | 139 |
|