Horizon Investments’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
Q3 | – | Sell |
-5,942
| Closed | -$530K | – | 788 |
|
|
2023
Q2 | $530K | Hold |
5,942
| – | – | 0.02% | 282 |
|
|
2023
Q1 | $523K | Hold |
5,942
| – | – | 0.02% | 279 |
|
|
2022
Q4 | $533K | Buy |
+5,942
| New | +$533K | 0.02% | 361 |
|
|
2013
Q4 | – | Sell |
-16,651
| Closed | -$1.11M | – | 80 |
|
|
2013
Q3 | $1.11M | Buy |
16,651
+4,802
| +41% | +$321K | 0.26% | 23 |
|
|
2013
Q2 | $688K | Buy |
+11,849
| New | +$688K | 0.2% | 32 |
|