Crestwood Advisors 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
2019
Q1
Sell
-4,575
Closed -$299K 181
2018
Q4
$299K Hold
4,575
0.02% 130
2018
Q3
$378K Hold
4,575
0.03% 120
2018
Q2
$361K Buy
+4,575
New +$361K 0.03% 122