Avantax Planning Partners’s Bank of Montreal BMO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-418	Closed	-$34K	–	393
2018 Q3	$34K	Buy	+418	New	+$34K	﹤0.01%	572
2018 Q2	–	Sell	-1,197	Closed	-$90K	–	392
2018 Q1	$90K	Buy	+1,197	New	+$90K	0.01%	424