Mutual Advisors’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-20,118
| Closed | -$1.88M | – | 1077 |
|
|
2024
Q3 | $1.88M | Buy |
20,118
+7,411
| +58% | +$692K | 0.05% | 293 |
|
|
2024
Q2 | $1.11M | Buy |
+12,707
| New | +$1.11M | 0.03% | 453 |
|
|
2022
Q3 | – | Sell |
-2,735
| Closed | -$263K | – | 872 |
|
|
2022
Q2 | $263K | Buy |
2,735
+523
| +24% | +$50.3K | 0.02% | 711 |
|
|
2022
Q1 | $261K | Buy |
2,212
+89
| +4% | +$10.5K | 0.01% | 751 |
|
|
2021
Q4 | $229K | Hold |
2,123
| – | – | 0.01% | 803 |
|
|
2021
Q3 | $212K | Buy |
+2,123
| New | +$212K | 0.01% | 808 |
|