Financial Gravity Asset Management’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
Q2 | – | Hold |
0
| – | -$71 | – | 1573 |
|
|
2024
Q1 | – | Hold |
0
| – | -$79 | – | 1774 |
|
|
2023
Q4 | – | Hold |
0
| – | -$28 | – | 1279 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 1102 |
|
|
2023
Q2 | – | Sell |
-89
| Closed | -$33 | – | 1643 |
|
|
2023
Q1 | $33 | Buy |
+89
| New | +$33 | ﹤0.01% | 763 |
|
|
2022
Q4 | – | Sell |
-88
| Closed | -$32 | – | 1415 |
|
|
2022
Q3 | $32 | Sell |
88
-8
| -8% | -$3 | ﹤0.01% | 680 |
|
|
2022
Q2 | $35 | Sell |
96
-140
| -59% | -$51 | ﹤0.01% | 625 |
|
|
2022
Q1 | $58 | Buy |
236
+128
| +119% | +$31 | ﹤0.01% | 641 |
|
|
2021
Q4 | $40 | Buy |
+108
| New | +$40 | ﹤0.01% | 734 |
|
|
2021
Q3 | – | Hold |
0
| – | -$103K | – | 353 |
|
|
2021
Q2 | – | Hold |
0
| – | -$33 | – | 339 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 603 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 513 |
|
|
2020
Q2 | – | Sell |
-170
| Closed | -$6.25K | – | 118 |
|
|
2020
Q1 | $6.25K | Buy |
170
+84
| +98% | +$3.09K | 0.02% | 311 |
|
|
2019
Q4 | $83K | Sell |
86
-74
| -46% | -$71.4K | 0.06% | 406 |
|
|
2019
Q3 | $12K | Sell |
160
-131
| -45% | -$9.83K | 0.01% | 565 |
|
|
2019
Q2 | $22K | Sell |
291
-36
| -11% | -$2.72K | 0.02% | 464 |
|
|
2019
Q1 | $25K | Buy |
+327
| New | +$25K | 0.02% | 404 |
|