Duality Advisers’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 | – | Sell |
-11,999
| Closed | -$1.19M | – | 599 |
|
|
2023
Q4 | $1.19M | Buy |
+11,999
| New | +$1.19M | 0.13% | 278 |
|
|
2023
Q3 | – | Sell |
-6,659
| Closed | -$601K | – | 561 |
|
|
2023
Q2 | $601K | Buy |
+6,659
| New | +$601K | 0.08% | 363 |
|
|
2023
Q1 | – | Sell |
-17,864
| Closed | -$1.62M | – | 566 |
|
|
2022
Q4 | $1.62M | Buy |
17,864
+12,174
| +214% | +$1.1M | 0.18% | 201 |
|
|
2022
Q3 | $499K | Buy |
+5,690
| New | +$499K | 0.05% | 418 |
|