Caldwell Investment Management’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 Q2	–	Sell	-52,400	Closed	-$5.11M	–	35
2024 Q1	$5.11M	Buy	52,400 +600	+1%	+$58.6K	3.81%	6
2023 Q4	$5.14M	Buy	+51,800	New	+$5.14M	3.95%	9