Unigestion Holding’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
Q4 | – | Sell |
-13,159
| Closed | -$1.11M | – | 155 |
|
|
2023
Q3 | $1.11M | Hold |
13,159
| – | – | 0.07% | 114 |
|
|
2023
Q2 | $1.18M | Sell |
13,159
-204
| -2% | -$18.3K | 0.07% | 121 |
|
|
2023
Q1 | $1.18M | Hold |
13,363
| – | – | 0.06% | 135 |
|
|
2022
Q4 | $1.22M | Sell |
13,363
-104
| -0.8% | -$9.48K | 0.06% | 142 |
|
|
2022
Q3 | $1.18M | Sell |
13,467
-14,964
| -53% | -$1.31M | 0.07% | 130 |
|
|
2022
Q2 | $2.73M | Buy |
28,431
+12,701
| +81% | +$1.22M | 0.15% | 87 |
|
|
2022
Q1 | $1.86M | Sell |
15,730
-2,653
| -14% | -$314K | 0.08% | 99 |
|
|
2021
Q4 | $1.98M | Sell |
18,383
-544
| -3% | -$58.6K | 0.08% | 98 |
|
|
2021
Q3 | $1.89M | Sell |
18,927
-11,036
| -37% | -$1.1M | 0.08% | 91 |
|
|
2021
Q2 | $3.06M | Buy |
29,963
+9,245
| +45% | +$944K | 0.11% | 86 |
|
|
2021
Q1 | $1.85M | Buy |
20,718
+15,623
| +307% | +$1.39M | 0.07% | 110 |
|
|
2020
Q4 | $387K | Sell |
5,095
-1,405
| -22% | -$107K | 0.01% | 209 |
|
|
2020
Q3 | $380K | Buy |
6,500
+2,700
| +71% | +$158K | 0.01% | 167 |
|
|
2020
Q2 | $202K | Sell |
3,800
-113,606
| -97% | -$6.04M | 0.01% | 206 |
|
|
2020
Q1 | $5.93M | Buy |
+117,406
| New | +$5.93M | 0.22% | 77 |
|
|
2019
Q3 | $13.4M | Sell |
182,206
-75,300
| -29% | -$5.55M | 0.37% | 68 |
|
|
2019
Q2 | $19.4M | Buy |
257,506
+40,500
| +19% | +$3.06M | 0.52% | 60 |
|
|
2019
Q1 | $16.2M | Sell |
217,006
-95,700
| -31% | -$7.16M | 0.43% | 72 |
|
|
2018
Q4 | $20.4M | Buy |
312,706
+36,600
| +13% | +$2.39M | 0.51% | 69 |
|
|
2018
Q3 | $22.8M | Buy |
276,106
+20,200
| +8% | +$1.67M | 0.48% | 78 |
|
|
2018
Q2 | $19.8M | Buy |
+255,906
| New | +$19.8M | 0.39% | 94 |
|