Petrus Trust Company’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
Q1 | – | Sell |
-2,584
| Closed | -$234K | – | 546 |
|
|
2022
Q4 | $234K | Sell |
2,584
-1,345
| -34% | -$122K | 0.03% | 370 |
|
|
2022
Q3 | $344K | Buy |
3,929
+1,722
| +78% | +$151K | 0.05% | 58 |
|
|
2022
Q2 | $212K | Buy |
+2,207
| New | +$212K | 0.03% | 78 |
|
|
2022
Q1 | – | Sell |
-2,877
| Closed | -$310K | – | 81 |
|
|
2021
Q4 | $310K | Buy |
2,877
+328
| +13% | +$35.3K | 0.04% | 39 |
|
|
2021
Q3 | $254K | Buy |
+2,549
| New | +$254K | 0.03% | 54 |
|