Perpetual Ltd’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 |
-3,818
| Closed | -$345K | – | 452 |
|
|
2023
Q2 | $345K | Sell |
3,818
-476
| -11% | -$43K | ﹤0.01% | 413 |
|
|
2023
Q1 | $384K | Buy |
+4,294
| New | +$384K | ﹤0.01% | 422 |
|
|
2014
Q3 | – | Sell |
-8,584
| Closed | -$675K | – | 205 |
|
|
2014
Q2 | $675K | Buy |
+8,584
| New | +$675K | 0.06% | 155 |
|