JTC Employer Solutions Trustee’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $144K | Hold |
1,595
| – | – | 0.01% | 163 |
|
|
2025
Q1 | $138K | Hold |
1,595
| – | – | 0.01% | 169 |
|
|
2024
Q4 | $137K | Buy |
1,595
+1,317
| +474% | +$113K | 0.01% | 167 |
|
|
2024
Q3 | $25K | Hold |
278
| – | – | ﹤0.01% | 273 |
|
|
2024
Q2 | $25K | Buy |
+278
| New | +$25K | ﹤0.01% | 273 |
|
|
2023
Q1 | – | Sell |
-1,162
| Closed | -$105K | – | 375 |
|
|
2022
Q4 | $105K | Hold |
1,162
| – | – | 0.01% | 191 |
|
|
2022
Q3 | $103K | Hold |
1,162
| – | – | 0.02% | 161 |
|
|
2022
Q2 | $112K | Hold |
1,162
| – | – | 0.01% | 141 |
|
|
2022
Q1 | $137K | Hold |
1,162
| – | – | 0.02% | 140 |
|
|
2021
Q4 | $124K | Hold |
1,162
| – | – | 0.02% | 149 |
|
|
2021
Q3 | $116K | Hold |
1,162
| – | – | 0.02% | 156 |
|
|
2021
Q2 | $119K | Buy |
+1,162
| New | +$119K | 0.02% | 142 |
|