Gradient Investments’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,648
| Closed | -$474K | – | 413 |
|
|
2024
Q2 | $474K | Buy |
5,648
+26
| +0.5% | +$2.36K | 0.01% | 244 |
|
|
2024
Q1 | $549K | Sell |
5,622
-539
| -9% | -$50.9K | 0.01% | 211 |
|
|
2023
Q4 | $610K | Buy |
6,161
+1,051
| +21% | +$87.7K | 0.01% | 219 |
|
|
2023
Q3 | $431K | Buy |
5,110
+181
| +4% | +$15.9K | 0.01% | 243 |
|
|
2023
Q2 | $445K | Sell |
4,929
-10
| -0.2% | -$884 | 0.01% | 243 |
|
|
2023
Q1 | $440K | Buy |
4,939
+582
| +13% | +$55.2K | 0.01% | 236 |
|
|
2022
Q4 | $395K | Sell |
4,357
-144
| -3% | -$13.3K | 0.01% | 248 |
|
|
2022
Q3 | $394K | Buy |
4,501
+4,435
| +6,720% | +$429K | 0.01% | 235 |
|
|
2022
Q2 | $6K | Hold |
66
| – | – | ﹤0.01% | 860 |
|
|
2022
Q1 | $8K | Hold |
66
| – | – | ﹤0.01% | 811 |
|
|
2021
Q4 | $7K | Hold |
66
| – | – | ﹤0.01% | 861 |
|
|
2021
Q3 | $7K | Hold |
66
| – | – | ﹤0.01% | 824 |
|
|
2021
Q2 | $7K | Hold |
66
| – | – | ﹤0.01% | 815 |
|
|
2021
Q1 | $6K | Hold |
66
| – | – | ﹤0.01% | 847 |
|
|
2020
Q4 | $4K | Hold |
66
| – | – | ﹤0.01% | 829 |
|
|
2020
Q3 | $4K | Hold |
66
| – | – | ﹤0.01% | 835 |
|
|
2020
Q2 | $4K | Hold |
66
| – | – | ﹤0.01% | 762 |
|
|
2020
Q1 | $3K | Sell |
66
-250
| -79% | -$16.9K | ﹤0.01% | 841 |
|
|
2019
Q4 | $24K | Hold |
316
| – | – | ﹤0.01% | 543 |
|
|
2019
Q3 | $23K | Hold |
316
| – | – | ﹤0.01% | 508 |
|
|
2019
Q2 | $24K | Buy |
316
+315
| +31,500% | +$24.1K | ﹤0.01% | 487 |
|
|
2019
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 878 |
|
|
2018
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 935 |
|
|
2018
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 980 |
|
|
2018
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 992 |
|
|
2018
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 1012 |
|
|
2017
Q4 | $0 | Buy |
+1
| New | +$78 | ﹤0.01% | 1011 |
|
|
2017
Q3 | – | Sell |
-2
| Closed | – | – | 282 |
|
|
2017
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 799 |
|
|
2017
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 769 |
|
|
2016
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 727 |
|
|
2016
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 712 |
|
|
2016
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 714 |
|
|
2016
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 731 |
|
|
2015
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 675 |
|
|
2015
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 596 |
|
|
2015
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 631 |
|
|
2015
Q1 | $0 | Buy |
+2
| New | +$124 | ﹤0.01% | 648 |
|
|
2014
Q4 | – | Sell |
-2
| Closed | – | – | 576 |
|
|
2014
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 491 |
|
|
2014
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 506 |
|
|
2014
Q1 | $0 | Sell |
2
-25
| -93% | -$1.62K | ﹤0.01% | 536 |
|
|
2013
Q4 | $2K | Sell |
27
-11
| -29% | -$749 | ﹤0.01% | 499 |
|
|
2013
Q3 | $3K | Buy |
38
+36
| +1,800% | +$2.26K | ﹤0.01% | 374 |
|
|
2013
Q2 | $0 | Buy |
+2
| New | +$121 | ﹤0.01% | 471 |
|
Other funds holding BMO
