Focused Wealth 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 Q1	–	Sell	-150	Closed	-$14.8K	–	268
2023 Q4	$14.8K	Hold	150	–	–	﹤0.01%	476
2023 Q3	$12.7K	Hold	150	–	–	﹤0.01%	479
2023 Q2	$13.5K	Hold	150	–	–	﹤0.01%	480
2023 Q1	$13.4K	Hold	150	–	–	﹤0.01%	488
2022 Q4	$13.6K	Hold	150	–	–	﹤0.01%	470
2022 Q3	$13K	Hold	150	–	–	﹤0.01%	446
2022 Q2	$14K	Hold	150	–	–	﹤0.01%	440
2022 Q1	$18K	Hold	150	–	–	﹤0.01%	446
2021 Q4	$16K	Hold	150	–	–	﹤0.01%	498
2021 Q3	$15K	Hold	150	–	–	﹤0.01%	523
2021 Q2	$15K	Hold	150	–	–	﹤0.01%	523
2021 Q1	$13K	Hold	150	–	–	﹤0.01%	525
2020 Q4	$11K	Hold	150	–	–	﹤0.01%	510
2020 Q3	$9K	Hold	150	–	–	﹤0.01%	491
2020 Q2	$8K	Hold	150	–	–	﹤0.01%	482
2020 Q1	$8K	Hold	150	–	–	﹤0.01%	457
2019 Q4	$12K	Hold	150	–	–	﹤0.01%	464
2019 Q3	$11K	Hold	150	–	–	﹤0.01%	461
2019 Q2	$11K	Buy	+150	New	+$11K	﹤0.01%	481
2018 Q2	–	Sell	-150	Closed	-$11K	–	649
2018 Q1	$11K	Hold	150	–	–	﹤0.01%	451
2017 Q4	$12K	Hold	150	–	–	﹤0.01%	430
2017 Q3	$11K	Hold	150	–	–	﹤0.01%	406
2017 Q2	$11K	Hold	150	–	–	﹤0.01%	444
2017 Q1	$11K	Hold	150	–	–	﹤0.01%	442
2016 Q4	$11K	Hold	150	–	–	﹤0.01%	455
2016 Q3	$10K	Hold	150	–	–	﹤0.01%	439
2016 Q2	$10K	Hold	150	–	–	﹤0.01%	434
2016 Q1	$9K	Hold	150	–	–	﹤0.01%	402
2015 Q4	$8K	Hold	150	–	–	﹤0.01%	429
2015 Q3	$8K	Buy	+150	New	+$8K	0.01%	425