Foster & Motley’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 | – | Sell |
-3,351
| Closed | -$327K | – | 385 |
|
|
2024
Q1 | $327K | Sell |
3,351
-4,352
| -56% | -$425K | 0.02% | 319 |
|
|
2023
Q4 | $762K | Sell |
7,703
-6,859
| -47% | -$679K | 0.06% | 223 |
|
|
2023
Q3 | $1.23M | Sell |
14,562
-3,561
| -20% | -$301K | 0.1% | 175 |
|
|
2023
Q2 | $1.64M | Sell |
18,123
-5,156
| -22% | -$466K | 0.13% | 174 |
|
|
2023
Q1 | $2.07M | Buy |
23,279
+202
| +0.9% | +$18K | 0.17% | 153 |
|
|
2022
Q4 | $2.09M | Sell |
23,077
-4,142
| -15% | -$375K | 0.18% | 149 |
|
|
2022
Q3 | $2.39M | Sell |
27,219
-5,063
| -16% | -$444K | 0.23% | 124 |
|
|
2022
Q2 | $3.11M | Buy |
32,282
+20,007
| +163% | +$1.92M | 0.27% | 92 |
|
|
2022
Q1 | $1.45M | Buy |
+12,275
| New | +$1.45M | 0.11% | 158 |
|