Boston Trust Walden’s Bank of Montreal BMO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-2,150	Closed	-$254K	–	370
2022 Q1	$254K	Sell	2,150 -25	-1%	-$2.95K	﹤0.01%	362
2021 Q4	$234K	Buy	2,175 +125	+6%	+$13.4K	﹤0.01%	378
2021 Q3	$204K	Hold	2,050	–	–	﹤0.01%	382
2021 Q2	$210K	Buy	+2,050	New	+$210K	﹤0.01%	383