Beacon Financial Group’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 Q1	–	Sell	-5,706	Closed	-$565K	–	316
2023 Q4	$565K	Sell	5,706 -91	-2%	-$9K	0.07%	192
2023 Q3	$499K	Sell	5,797 -393	-6%	-$33.8K	0.07%	176
2023 Q2	$555K	Sell	6,190 -752	-11%	-$67.4K	0.08%	169
2023 Q1	$620K	Buy	+6,942	New	+$620K	0.09%	160