First Trust Direct Indexing’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 |
-7,646
| Closed | -$690K | – | 115 |
|
|
2024
Q3 | $690K | Sell |
7,646
-347
| -4% | -$31.3K | 0.04% | 453 |
|
|
2024
Q2 | $670K | Buy |
7,993
+18
| +0.2% | +$1.51K | 0.04% | 421 |
|
|
2024
Q1 | $779K | Buy |
7,975
+305
| +4% | +$29.8K | 0.06% | 352 |
|
|
2023
Q4 | $759K | Buy |
7,670
+312
| +4% | +$30.9K | 0.07% | 331 |
|
|
2023
Q3 | $621K | Buy |
7,358
+23
| +0.3% | +$1.94K | 0.07% | 331 |
|
|
2023
Q2 | $662K | Buy |
7,335
+56
| +0.8% | +$5.06K | 0.07% | 322 |
|
|
2023
Q1 | $649K | Sell |
7,279
-385
| -5% | -$34.3K | 0.08% | 323 |
|
|
2022
Q4 | $694K | Sell |
7,664
-404
| -5% | -$36.6K | 0.09% | 289 |
|
|
2022
Q3 | $707K | Buy |
8,068
+395
| +5% | +$34.6K | 0.1% | 256 |
|
|
2022
Q2 | $738K | Buy |
7,673
+147
| +2% | +$14.1K | 0.1% | 259 |
|
|
2022
Q1 | $888K | Buy |
7,526
+454
| +6% | +$53.6K | 0.11% | 243 |
|
|
2021
Q4 | $762K | Buy |
7,072
+38
| +0.5% | +$4.09K | 0.1% | 254 |
|
|
2021
Q3 | $702K | Buy |
7,034
+3,421
| +95% | +$341K | 0.1% | 255 |
|
|
2021
Q2 | $371K | Buy |
3,613
+787
| +28% | +$80.8K | 0.06% | 406 |
|
|
2021
Q1 | $252K | Buy |
2,826
+61
| +2% | +$5.44K | 0.07% | 338 |
|
|
2020
Q4 | $210K | Buy |
+2,765
| New | +$210K | 0.06% | 346 |
|