FDx 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
Q2 | – | Sell |
-2,099
| Closed | -$200K | – | 178 |
|
|
2025
Q1 | $200K | Hold |
2,099
| – | – | 0.07% | 172 |
|
|
2024
Q4 | $204K | Buy |
+2,099
| New | +$204K | 0.06% | 174 |
|
|
2022
Q4 | – | Sell |
-2,478
| Closed | -$217K | – | 744 |
|
|
2022
Q3 | $217K | Sell |
2,478
-37
| -1% | -$3.24K | 0.01% | 660 |
|
|
2022
Q2 | $242K | Buy |
+2,515
| New | +$242K | 0.01% | 707 |
|
|
2022
Q1 | – | Sell |
-3,105
| Closed | -$334K | – | 845 |
|
|
2021
Q4 | $334K | Sell |
3,105
-7
| -0.2% | -$753 | 0.01% | 664 |
|
|
2021
Q3 | $310K | Sell |
3,112
-244
| -7% | -$24.3K | 0.01% | 657 |
|
|
2021
Q2 | $344K | Sell |
3,356
-141
| -4% | -$14.5K | 0.01% | 615 |
|
|
2021
Q1 | $312K | Buy |
3,497
+606
| +21% | +$54.1K | 0.01% | 614 |
|
|
2020
Q4 | $220K | Buy |
+2,891
| New | +$220K | 0.01% | 656 |
|
|
2019
Q2 | – | Sell |
-2,932
| Closed | -$219K | – | 805 |
|
|
2019
Q1 | $219K | Buy |
+2,932
| New | +$219K | 0.01% | 704 |
|
|
2018
Q4 | – | Sell |
-4,044
| Closed | -$334K | – | 573 |
|
|
2018
Q3 | $334K | Sell |
4,044
-3,326
| -45% | -$275K | 0.01% | 658 |
|
|
2018
Q2 | $569K | Sell |
7,370
-4,205
| -36% | -$325K | 0.02% | 504 |
|
|
2018
Q1 | $875K | Sell |
11,575
-3,089
| -21% | -$234K | 0.03% | 548 |
|
|
2017
Q4 | $1.17M | Buy |
14,664
+640
| +5% | +$51.2K | 0.03% | 496 |
|
|
2017
Q3 | $1.06M | Sell |
14,024
-30
| -0.2% | -$2.27K | 0.03% | 504 |
|
|
2017
Q2 | $1.03M | Sell |
14,054
-1,678
| -11% | -$123K | 0.03% | 503 |
|
|
2017
Q1 | $1.18M | Sell |
15,732
-975
| -6% | -$72.9K | 0.04% | 468 |
|
|
2016
Q4 | $1.2M | Buy |
16,707
+912
| +6% | +$65.6K | 0.03% | 468 |
|
|
2016
Q3 | $1.04M | Sell |
15,795
-1,250
| -7% | -$82K | 0.04% | 380 |
|
|
2016
Q2 | $1.08M | Sell |
17,045
-1,764
| -9% | -$112K | 0.05% | 331 |
|
|
2016
Q1 | $1.14M | Buy |
18,809
+8,896
| +90% | +$540K | 0.05% | 321 |
|
|
2015
Q4 | $559K | Buy |
+9,913
| New | +$559K | 0.03% | 526 |
|