Doliver Advisors’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
Q1 | – | Sell |
-2,597
| Closed | -$252K | – | 164 |
|
|
2024
Q4 | $252K | Sell |
2,597
-44
| -2% | -$4.27K | 0.07% | 141 |
|
|
2024
Q3 | $238K | Sell |
2,641
-147
| -5% | -$13.3K | 0.07% | 139 |
|
|
2024
Q2 | $234K | Sell |
2,788
-220
| -7% | -$18.4K | 0.07% | 139 |
|
|
2024
Q1 | $294K | Sell |
3,008
-323
| -10% | -$31.6K | 0.08% | 126 |
|
|
2023
Q4 | $330K | Sell |
3,331
-27
| -0.8% | -$2.67K | 0.1% | 117 |
|
|
2023
Q3 | $283K | Sell |
3,358
-186
| -5% | -$15.7K | 0.09% | 123 |
|
|
2023
Q2 | $320K | Sell |
3,544
-16
| -0.4% | -$1.45K | 0.1% | 132 |
|
|
2023
Q1 | $317K | Sell |
3,560
-94
| -3% | -$8.38K | 0.1% | 126 |
|
|
2022
Q4 | $331K | Buy |
+3,654
| New | +$331K | 0.11% | 110 |
|
|
2022
Q3 | – | Sell |
-2,124
| Closed | -$204K | – | 151 |
|
|
2022
Q2 | $204K | Sell |
2,124
-414
| -16% | -$39.8K | 0.07% | 148 |
|
|
2022
Q1 | $299K | Sell |
2,538
-112
| -4% | -$13.2K | 0.09% | 133 |
|
|
2021
Q4 | $308K | Sell |
2,650
-507
| -16% | -$58.9K | 0.1% | 124 |
|
|
2021
Q3 | $315K | Buy |
+3,157
| New | +$315K | 0.11% | 132 |
|