Contravisory Investment Management’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-953
| Closed | -$86.3K | – | 327 |
|
|
2022
Q4 | $86.3K | Sell |
953
-3
| -0.3% | -$272 | 0.02% | 226 |
|
|
2022
Q3 | $84K | Hold |
956
| – | – | 0.03% | 218 |
|
|
2022
Q2 | $92K | Sell |
956
-12
| -1% | -$1.16K | 0.03% | 219 |
|
|
2022
Q1 | $114K | Hold |
968
| – | – | 0.03% | 214 |
|
|
2021
Q4 | $104K | Buy |
+968
| New | +$104K | 0.03% | 214 |
|
|
2015
Q2 | – | Sell |
-255
| Closed | -$15K | – | 174 |
|
|
2015
Q1 | $15K | Buy |
+255
| New | +$15K | ﹤0.01% | 110 |
|