Coastal Bridge Advisors’s Bank of Montreal BMO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-5,560	Closed	-$363K	–	131
2018 Q4	$363K	Hold	5,560	–	–	0.14%	82
2018 Q3	$459K	Sell	5,560 -55	-1%	-$4.54K	0.18%	73
2018 Q2	$434K	Sell	5,615 -5,560	-50%	-$430K	0.17%	74
2018 Q1	$844K	Buy	+11,175	New	+$844K	0.31%	46