Credential Qtrade Securities’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
Q1 | $92.8M | Buy |
950,068
+145,631
| +18% | +$14.2M | 4.98% | 3 |
|
|
2023
Q4 | $79.6M | Buy |
804,437
+3,529
| +0.4% | +$349K | 4.75% | 3 |
|
|
2023
Q3 | $67.6M | Buy |
800,908
+7,842
| +1% | +$662K | 4.48% | 3 |
|
|
2023
Q2 | $71.6M | Buy |
793,066
+39,739
| +5% | +$3.59M | 4.51% | 2 |
|
|
2023
Q1 | $67.1M | Buy |
753,327
+302,565
| +67% | +$26.9M | 4.45% | 2 |
|
|
2022
Q4 | $40.8M | Buy |
450,762
+289,251
| +179% | +$26.2M | 2.93% | 8 |
|
|
2022
Q3 | $14.2M | Buy |
161,511
+20,960
| +15% | +$1.84M | 1.1% | 26 |
|
|
2022
Q2 | $13.5M | Buy |
140,551
+110,529
| +368% | +$10.6M | 0.97% | 29 |
|
|
2022
Q1 | $3.53M | Buy |
30,022
+385
| +1% | +$45.3K | 0.22% | 61 |
|
|
2021
Q4 | $3.19M | Buy |
29,637
+606
| +2% | +$65.3K | 0.22% | 64 |
|
|
2021
Q3 | $2.9M | Buy |
29,031
+56
| +0.2% | +$5.59K | 0.22% | 64 |
|
|
2021
Q2 | $2.97M | Buy |
28,975
+1,126
| +4% | +$115K | 0.23% | 64 |
|
|
2021
Q1 | $2.48M | Buy |
27,849
+4,460
| +19% | +$398K | 0.22% | 65 |
|
|
2020
Q4 | $1.78M | Buy |
23,389
+3,830
| +20% | +$291K | 0.18% | 72 |
|
|
2020
Q3 | $1.14M | Buy |
19,559
+174
| +0.9% | +$10.2K | 0.13% | 94 |
|
|
2020
Q2 | $1.03M | Buy |
19,385
+741
| +4% | +$39.4K | 0.13% | 91 |
|
|
2020
Q1 | $941K | Buy |
18,644
+3,183
| +21% | +$161K | 0.15% | 88 |
|
|
2019
Q4 | $1.2M | Buy |
15,461
+522
| +3% | +$40.5K | 0.16% | 87 |
|
|
2019
Q3 | $1.1M | Sell |
14,939
-34
| -0.2% | -$2.51K | 0.17% | 88 |
|
|
2019
Q2 | $1.13M | Buy |
14,973
+2,214
| +17% | +$167K | 0.19% | 75 |
|
|
2019
Q1 | $955K | Sell |
12,759
-500
| -4% | -$37.4K | 0.18% | 78 |
|
|
2018
Q4 | $865K | Sell |
13,259
-1,233
| -9% | -$80.5K | 0.19% | 76 |
|
|
2018
Q3 | $1.2M | Buy |
+14,492
| New | +$1.2M | 0.24% | 64 |
|