Bank of Montreal’s Zeo Energy ZEO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-88,968	Closed	-$904	–	3705
2022 Q3	$904	Sell	88,968 -31,032	-26%	-$315	﹤0.01%	1901
2022 Q2	$1.21K	Buy	+120,000	New	+$1.21K	﹤0.01%	1858