TCA
Trifecta Capital Advisors’s Bank of Montreal BMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $188K | Hold |
1,700
| – | – | 0.03% | 102 |
|
|
2025
Q1 | $162K | Sell |
1,700
-600
| -26% | -$57.3K | 0.03% | 87 |
|
|
2024
Q4 | $223K | Sell |
2,300
-375
| -14% | -$36.4K | 0.04% | 79 |
|
|
2024
Q3 | $241K | Sell |
2,675
-1,063
| -28% | -$95.9K | 0.05% | 74 |
|
|
2024
Q2 | $313K | Buy |
3,738
+1,439
| +63% | +$121K | 0.07% | 70 |
|
|
2024
Q1 | $225K | Hold |
2,299
| – | – | 0.05% | 77 |
|
|
2023
Q4 | $227K | Hold |
2,299
| – | – | 0.06% | 79 |
|
|
2023
Q3 | $194K | Buy |
2,299
+180
| +8% | +$15.2K | 0.06% | 80 |
|
|
2023
Q2 | $191K | Hold |
2,119
| – | – | 0.06% | 85 |
|
|
2023
Q1 | $189K | Hold |
2,119
| – | – | 0.07% | 85 |
|
|
2022
Q4 | $192K | Buy |
+2,119
| New | +$192K | 0.08% | 86 |
|