Parallel Advisors’s Bank of Montreal BMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $277K | Sell |
2,507
-370
| -13% | -$40.9K | 0.01% | 860 |
|
|
2025
Q1 | $275K | Buy |
2,877
+75
| +3% | +$7.16K | 0.01% | 813 |
|
|
2024
Q4 | $272K | Buy |
2,802
+208
| +8% | +$20.2K | 0.01% | 799 |
|
|
2024
Q3 | $234K | Buy |
2,594
+419
| +19% | +$37.8K | 0.01% | 858 |
|
|
2024
Q2 | $182K | Sell |
2,175
-594
| -21% | -$49.8K | ﹤0.01% | 901 |
|
|
2024
Q1 | $271K | Buy |
2,769
+428
| +18% | +$41.8K | 0.01% | 742 |
|
|
2023
Q4 | $232K | Buy |
2,341
+67
| +3% | +$6.63K | 0.01% | 736 |
|
|
2023
Q3 | $192K | Buy |
2,274
+119
| +6% | +$10K | 0.01% | 802 |
|
|
2023
Q2 | $195K | Sell |
2,155
-269
| -11% | -$24.3K | 0.01% | 787 |
|
|
2023
Q1 | $216K | Sell |
2,424
-81
| -3% | -$7.22K | 0.01% | 732 |
|
|
2022
Q4 | $227K | Sell |
2,505
-450
| -15% | -$40.8K | 0.01% | 651 |
|
|
2022
Q3 | $259K | Buy |
2,955
+212
| +8% | +$18.6K | 0.01% | 589 |
|
|
2022
Q2 | $264K | Buy |
2,743
+125
| +5% | +$12K | 0.01% | 571 |
|
|
2022
Q1 | $311K | Sell |
2,618
-9
| -0.3% | -$1.07K | 0.01% | 564 |
|
|
2021
Q4 | $283K | Buy |
2,627
+263
| +11% | +$28.3K | 0.01% | 613 |
|
|
2021
Q3 | $236K | Buy |
2,364
+29
| +1% | +$2.9K | 0.01% | 649 |
|
|
2021
Q2 | $240K | Buy |
2,335
+202
| +9% | +$20.8K | 0.01% | 609 |
|
|
2021
Q1 | $190K | Buy |
2,133
+37
| +2% | +$3.3K | 0.01% | 652 |
|
|
2020
Q4 | $159K | Buy |
2,096
+17
| +0.8% | +$1.29K | 0.01% | 650 |
|
|
2020
Q3 | $121K | Buy |
2,079
+42
| +2% | +$2.44K | 0.01% | 691 |
|
|
2020
Q2 | $108K | Sell |
2,037
-1,572
| -44% | -$83.3K | 0.01% | 732 |
|
|
2020
Q1 | $181K | Buy |
3,609
+1,725
| +92% | +$86.5K | 0.01% | 474 |
|
|
2019
Q4 | $146K | Buy |
1,884
+232
| +14% | +$18K | 0.01% | 611 |
|
|
2019
Q3 | $122K | Buy |
1,652
+556
| +51% | +$41.1K | 0.01% | 648 |
|
|
2019
Q2 | $83K | Sell |
1,096
-241
| -18% | -$18.3K | 0.01% | 711 |
|
|
2019
Q1 | $100K | Sell |
1,337
-66
| -5% | -$4.94K | 0.01% | 603 |
|
|
2018
Q4 | $91K | Buy |
1,403
+43
| +3% | +$2.79K | 0.01% | 568 |
|
|
2018
Q3 | $112K | Sell |
1,360
-125
| -8% | -$10.3K | 0.01% | 568 |
|
|
2018
Q2 | $114K | Sell |
1,485
-189
| -11% | -$14.5K | 0.02% | 506 |
|
|
2018
Q1 | $127K | Sell |
1,674
-141
| -8% | -$10.7K | 0.02% | 429 |
|
|
2017
Q4 | $145K | Buy |
1,815
+4
| +0.2% | +$320 | 0.02% | 390 |
|
|
2017
Q3 | $140K | Buy |
1,811
+5
| +0.3% | +$387 | 0.02% | 391 |
|
|
2017
Q2 | $137K | Sell |
1,806
-265
| -13% | -$20.1K | 0.03% | 393 |
|
|
2017
Q1 | $145K | Buy |
2,071
+99
| +5% | +$6.93K | 0.03% | 358 |
|
|
2016
Q4 | $142K | Buy |
+1,972
| New | +$142K | 0.03% | 310 |
|