FRM
Fox Run Management’s Bank of Montreal BMO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $234K | Sell |
2,116
-637
| -23% | -$70.5K | 0.04% | 714 |
|
2025
Q1 | $263K | Buy |
+2,753
| New | +$263K | 0.04% | 713 |
|
2023
Q3 | – | Sell |
-4,052
| Closed | -$366K | – | 716 |
|
2023
Q2 | $366K | Buy |
+4,052
| New | +$366K | 0.1% | 378 |
|
2022
Q3 | – | Sell |
-6,265
| Closed | -$603K | – | 611 |
|
2022
Q2 | $603K | Buy |
+6,265
| New | +$603K | 0.3% | 75 |
|
2021
Q4 | – | Sell |
-3,972
| Closed | -$396K | – | 483 |
|
2021
Q3 | $396K | Buy |
+3,972
| New | +$396K | 0.25% | 140 |
|
2019
Q3 | – | Sell |
-2,785
| Closed | -$210K | – | 374 |
|
2019
Q2 | $210K | Buy |
+2,785
| New | +$210K | 0.14% | 355 |
|
2016
Q1 | – | Sell |
-5,000
| Closed | -$282K | – | 423 |
|
2015
Q4 | $282K | Buy |
+5,000
| New | +$282K | 0.22% | 186 |
|