Dynamic Technology Lab’s Bank of Montreal BMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-19,750
| Closed | -$1.89M | – | 954 |
|
|
2025
Q1 | $1.89M | Buy |
+19,750
| New | +$1.89M | 0.27% | 63 |
|
|
2023
Q2 | – | Sell |
-18,070
| Closed | -$1.61M | – | 1008 |
|
|
2023
Q1 | $1.61M | Buy |
+18,070
| New | +$1.61M | 0.15% | 215 |
|
|
2020
Q3 | – | Sell |
-4,527
| Closed | -$240K | – | 1008 |
|
|
2020
Q2 | $240K | Buy |
+4,527
| New | +$240K | 0.04% | 755 |
|
|
2019
Q4 | – | Sell |
-7,319
| Closed | -$540K | – | 977 |
|
|
2019
Q3 | $540K | Buy |
+7,319
| New | +$540K | 0.09% | 387 |
|
|
2019
Q2 | – | Sell |
-4,787
| Closed | -$358K | – | 976 |
|
|
2019
Q1 | $358K | Sell |
4,787
-11,446
| -71% | -$856K | 0.06% | 575 |
|
|
2018
Q4 | $1.06M | Sell |
16,233
-18,166
| -53% | -$1.19M | 0.18% | 152 |
|
|
2018
Q3 | $2.84M | Buy |
34,399
+30,192
| +718% | +$2.49M | 0.39% | 12 |
|
|
2018
Q2 | $325K | Buy |
+4,207
| New | +$325K | 0.05% | 653 |
|
|
2018
Q1 | – | Sell |
-2,810
| Closed | -$224K | – | 1058 |
|
|
2017
Q4 | $224K | Buy |
+2,810
| New | +$224K | 0.04% | 827 |
|
|
2017
Q2 | – | Sell |
-14,449
| Closed | -$1.08M | – | 1020 |
|
|
2017
Q1 | $1.08M | Buy |
+14,449
| New | +$1.08M | 0.25% | 48 |
|
|
2016
Q4 | – | Sell |
-3,137
| Closed | -$205K | – | 887 |
|
|
2016
Q3 | $205K | Buy |
+3,137
| New | +$205K | 0.05% | 712 |
|
|
2015
Q4 | – | Sell |
-8,417
| Closed | -$455K | – | 888 |
|
|
2015
Q3 | $455K | Buy |
8,417
+3,808
| +83% | +$206K | 0.15% | 219 |
|
|
2015
Q2 | $275K | Sell |
4,609
-593
| -11% | -$35.4K | 0.1% | 467 |
|
|
2015
Q1 | $312K | Buy |
+5,202
| New | +$312K | 0.13% | 339 |
|
|
2014
Q4 | – | Sell |
-3,172
| Closed | -$234K | – | 660 |
|
|
2014
Q3 | $234K | Buy |
+3,172
| New | +$234K | 0.11% | 427 |
|
|
2014
Q2 | – | Sell |
-6,477
| Closed | -$433K | – | 670 |
|
|
2014
Q1 | $433K | Sell |
6,477
-4,702
| -42% | -$314K | 0.26% | 90 |
|
|
2013
Q4 | $745K | Buy |
+11,179
| New | +$745K | 0.51% | 5 |
|