Edmond de Rothschild Holding’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
Q4 | – | Sell |
-1,204
| Closed | -$109K | – | 615 |
|
|
2024
Q3 | $109K | Hold |
1,204
| – | – | ﹤0.01% | 469 |
|
|
2024
Q2 | $101K | Buy |
+1,204
| New | +$101K | ﹤0.01% | 494 |
|
|
2021
Q3 | – | Sell |
-20,620
| Closed | -$2.12M | – | 825 |
|
|
2021
Q2 | $2.12M | Buy |
20,620
+19,200
| +1,352% | +$1.97M | 0.05% | 267 |
|
|
2021
Q1 | $126K | Buy |
1,420
+250
| +21% | +$22.2K | ﹤0.01% | 538 |
|
|
2020
Q4 | $89K | Buy |
+1,170
| New | +$89K | ﹤0.01% | 516 |
|
|
2018
Q4 | – | Sell |
-137
| Closed | -$11K | – | 673 |
|
|
2018
Q3 | $11K | Buy |
+137
| New | +$11K | ﹤0.01% | 690 |
|