Financial Gravity Asset Management’s Bank of Montreal BMO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Hold	0	–	-$71	–	1573
2024 Q1	–	Hold	0	–	–	–	1774
2023 Q4	–	Hold	0	–	–	–	1279
2023 Q3	–	Hold	0	–	–	–	1102
2023 Q2	–	Sell	-89	Closed	-$33	–	1643
2023 Q1	$33	Buy	+89	New	+$8.44K	﹤0.01%	763
2022 Q4	–	Sell	-88	Closed	-$32	–	1415
2022 Q3	$32	Sell	88 -8	-8%	-$774	﹤0.01%	680
2022 Q2	$35	Sell	96 -140	-59%	-$14.9K	﹤0.01%	625
2022 Q1	$58	Buy	236 +128	+119%	+$14.8K	﹤0.01%	641
2021 Q4	$40	Buy	+108	New	+$11.6K	﹤0.01%	734
2021 Q3	–	Hold	0	–	–	–	353
2021 Q2	–	Hold	0	–	–	–	339
2021 Q1	–	Hold	0	–	–	–	603
2020 Q4	–	Hold	0	–	–	–	513
2020 Q2	–	Sell	-170	Closed	-$6.25K	–	118
2020 Q1	$6.25K	Buy	170 +84	+98%	+$5.7K	0.02%	311
2019 Q4	$83K	Sell	86 -74	-46%	-$5.57K	0.06%	406
2019 Q3	$12K	Sell	160 -131	-45%	-$9.54K	0.01%	565
2019 Q2	$22K	Sell	291 -36	-11%	-$2.75K	0.02%	464
2019 Q1	$25K	Buy	+327	New	+$24.2K	0.02%	404