Envestnet Portfolio Solutions’s Bank of Montreal BMO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.93M	Buy	17,471 +87	+0.5%	+$9.63K	0.01%	574
2025 Q1	$1.66M	Sell	17,384 -2,228	-11%	-$213K	0.01%	641
2024 Q4	$1.9M	Buy	+19,612	New	+$1.9M	0.01%	681