Gotham 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,512
| Closed | -$580K | – | 1310 |
|
|
2023
Q1 | $580K | Buy |
+6,512
| New | +$580K | 0.01% | 904 |
|
|
2022
Q3 | – | Sell |
-4,335
| Closed | -$417K | – | 1178 |
|
|
2022
Q2 | $417K | Buy |
4,335
+385
| +10% | +$37K | 0.01% | 844 |
|
|
2022
Q1 | $466K | Buy |
3,950
+372
| +10% | +$43.9K | 0.01% | 828 |
|
|
2021
Q4 | $385K | Buy |
3,578
+807
| +29% | +$86.8K | 0.01% | 867 |
|
|
2021
Q3 | $276K | Buy |
2,771
+149
| +6% | +$14.8K | 0.01% | 863 |
|
|
2021
Q2 | $269K | Buy |
+2,622
| New | +$269K | 0.01% | 874 |
|
|
2019
Q2 | – | Sell |
-4,696
| Closed | -$351K | – | 1137 |
|
|
2019
Q1 | $351K | Buy |
+4,696
| New | +$351K | 0.01% | 955 |
|
|
2018
Q2 | – | Sell |
-3,007
| Closed | -$227K | – | 883 |
|
|
2018
Q1 | $227K | Sell |
3,007
-951
| -24% | -$71.8K | ﹤0.01% | 869 |
|
|
2017
Q4 | $317K | Buy |
3,958
+163
| +4% | +$13.1K | ﹤0.01% | 805 |
|
|
2017
Q3 | $287K | Buy |
3,795
+108
| +3% | +$8.17K | ﹤0.01% | 810 |
|
|
2017
Q2 | $271K | Buy |
+3,687
| New | +$271K | ﹤0.01% | 850 |
|