Mainstay Capital 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
Q3 | – | Sell |
-15,080
| Closed | -$1.36M | – | 92 |
|
|
2023
Q2 | $1.36M | Sell |
15,080
-785
| -5% | -$70.9K | 0.24% | 37 |
|
|
2023
Q1 | $1.41M | Buy |
15,865
+195
| +1% | +$17.4K | 0.28% | 36 |
|
|
2022
Q4 | $1.42M | Buy |
15,670
+740
| +5% | +$67K | 0.32% | 43 |
|
|
2022
Q3 | $1.31M | Buy |
14,930
+2,510
| +20% | +$220K | 0.33% | 40 |
|
|
2022
Q2 | $1.2M | Buy |
+12,420
| New | +$1.2M | 0.28% | 43 |
|
|
2018
Q4 | – | Sell |
-21,102
| Closed | -$1.74M | – | 122 |
|
|
2018
Q3 | $1.74M | Sell |
21,102
-1,618
| -7% | -$134K | 1.1% | 23 |
|
|
2018
Q2 | $1.76M | Sell |
22,720
-2,369
| -9% | -$183K | 1.38% | 20 |
|
|
2018
Q1 | $1.9M | Buy |
25,089
+642
| +3% | +$48.5K | 1.44% | 21 |
|
|
2017
Q4 | $1.96M | Buy |
+24,447
| New | +$1.96M | 1.62% | 20 |
|