Zacks Investment Management’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
Q2 | – | Sell |
-4,988
| Closed | -$487K | – | 646 |
|
|
2024
Q1 | $487K | Hold |
4,988
| – | – | 0.01% | 473 |
|
|
2023
Q4 | $494K | Sell |
4,988
-2,738
| -35% | -$271K | 0.01% | 468 |
|
|
2023
Q3 | $652K | Buy |
7,726
+2,738
| +55% | +$231K | 0.01% | 424 |
|
|
2023
Q2 | $450K | Hold |
4,988
| – | – | 0.01% | 467 |
|
|
2023
Q1 | $444K | Hold |
4,988
| – | – | 0.01% | 466 |
|
|
2022
Q4 | $452K | Sell |
4,988
-25
| -0.5% | -$2.27K | 0.01% | 450 |
|
|
2022
Q3 | $439K | Buy |
+5,013
| New | +$439K | 0.01% | 438 |
|