WrapManager Inc’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,310
| Closed | -$224K | – | 214 |
|
|
2024
Q4 | $224K | Buy |
+2,310
| New | +$224K | 0.06% | 202 |
|
|
2024
Q2 | – | Sell |
-2,231
| Closed | -$218K | – | 261 |
|
|
2024
Q1 | $218K | Buy |
2,231
+173
| +8% | +$16.9K | 0.06% | 258 |
|
|
2023
Q4 | $204K | Sell |
2,058
-493
| -19% | -$48.8K | 0.06% | 276 |
|
|
2023
Q3 | $215K | Buy |
2,551
+275
| +12% | +$23.2K | 0.07% | 248 |
|
|
2023
Q2 | $206K | Buy |
+2,276
| New | +$206K | 0.06% | 263 |
|