Avant Financial 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
2025 Q2	$230K	Buy	+2,080	New	+$230K	0.19%	62
2025 Q1	–	Sell	-2,080	Closed	-$202K	–	65
2024 Q4	$202K	Buy	+2,080	New	+$202K	0.19%	63