Y-Intercept (HK)’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
Q2 | $893K | Buy |
+8,076
| New | +$893K | 0.02% | 988 |
|
|
2025
Q1 | – | Sell |
-5,548
| Closed | -$538K | – | 1216 |
|
|
2024
Q4 | $538K | Sell |
5,548
-9,127
| -62% | -$886K | 0.04% | 690 |
|
|
2024
Q3 | $1.32M | Sell |
14,675
-1,913
| -12% | -$173K | 0.08% | 331 |
|
|
2024
Q2 | $1.39M | Buy |
+16,588
| New | +$1.39M | 0.08% | 362 |
|
|
2022
Q4 | – | Sell |
-17,574
| Closed | -$1.54M | – | 1013 |
|
|
2022
Q3 | $1.54M | Buy |
17,574
+4,754
| +37% | +$417K | 0.15% | 204 |
|
|
2022
Q2 | $1.23M | Buy |
+12,820
| New | +$1.23M | 0.16% | 178 |
|
|
2022
Q1 | – | Sell |
-2,843
| Closed | -$306K | – | 728 |
|
|
2021
Q4 | $306K | Sell |
2,843
-1,058
| -27% | -$114K | 0.07% | 395 |
|
|
2021
Q3 | $389K | Sell |
3,901
-733
| -16% | -$73.1K | 0.07% | 402 |
|
|
2021
Q2 | $475K | Buy |
4,634
+558
| +14% | +$57.2K | 0.12% | 275 |
|
|
2021
Q1 | $365K | Buy |
4,076
+611
| +18% | +$54.7K | 0.1% | 332 |
|
|
2020
Q4 | $262K | Buy |
+3,465
| New | +$262K | 0.11% | 358 |
|