Alera Investment Advisors’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 Q3	$205K	Buy	+2,270	New	+$205K	0.02%	272
2019 Q2	–	Sell	-162	Closed	-$12K	–	194
2019 Q1	$12K	Sell	162 -15	-8%	-$1.11K	0.01%	412
2018 Q4	$12K	Buy	+177	New	+$12K	0.01%	384