FORA Capital’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 |
-17,359
| Closed | -$1.57M | – | 404 |
|
|
2024
Q3 | $1.57M | Buy |
17,359
+10,606
| +157% | +$957K | 0.18% | 155 |
|
|
2024
Q2 | $566K | Buy |
+6,753
| New | +$566K | 0.07% | 285 |
|
|
2023
Q4 | – | Sell |
-8,491
| Closed | -$716K | – | 448 |
|
|
2023
Q3 | $716K | Buy |
+8,491
| New | +$716K | 0.06% | 289 |
|
|
2023
Q2 | – | Sell |
-5,501
| Closed | -$490K | – | 371 |
|
|
2023
Q1 | $490K | Sell |
5,501
-4,357
| -44% | -$388K | 0.05% | 360 |
|
|
2022
Q4 | $893K | Buy |
9,858
+217
| +2% | +$19.7K | 0.14% | 180 |
|
|
2022
Q3 | $845K | Buy |
9,641
+1,416
| +17% | +$124K | 0.16% | 184 |
|
|
2022
Q2 | $791K | Buy |
+8,225
| New | +$791K | 0.16% | 182 |
|
|
2021
Q3 | – | Sell |
-9,368
| Closed | -$961K | – | 421 |
|
|
2021
Q2 | $961K | Buy |
+9,368
| New | +$961K | 0.18% | 150 |
|
|
2021
Q1 | – | Sell |
-869
| Closed | -$66K | – | 790 |
|
|
2020
Q4 | $66K | Sell |
869
-1,487
| -63% | -$113K | 0.01% | 736 |
|
|
2020
Q3 | $138K | Buy |
+2,356
| New | +$138K | 0.09% | 234 |
|
|
2020
Q1 | – | Sell |
-3,072
| Closed | -$238K | – | 1049 |
|
|
2019
Q4 | $238K | Buy |
+3,072
| New | +$238K | 0.02% | 574 |
|