TOBAM’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
Q3 | – | Sell |
-1,355
| Closed | -$156K | – | 323 |
|
|
2024
Q2 | $156K | Hold |
1,355
| – | – | 0.02% | 204 |
|
|
2024
Q1 | $132K | Hold |
1,355
| – | – | 0.01% | 277 |
|
|
2023
Q4 | $135K | Hold |
1,355
| – | – | 0.01% | 267 |
|
|
2023
Q3 | $115K | Hold |
1,355
| – | – | 0.01% | 271 |
|
|
2023
Q2 | $122K | Hold |
1,355
| – | – | 0.01% | 289 |
|
|
2023
Q1 | $120K | Hold |
1,355
| – | – | 0.01% | 281 |
|
|
2022
Q4 | $123K | Hold |
1,355
| – | – | 0.01% | 257 |
|
|
2022
Q3 | $119K | Sell |
1,355
-365
| -21% | -$32.1K | 0.01% | 257 |
|
|
2022
Q2 | $165K | Buy |
1,720
+635
| +59% | +$60.9K | 0.01% | 258 |
|
|
2022
Q1 | $128K | Buy |
+1,085
| New | +$128K | 0.01% | 284 |
|