GoalVest Advisory’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 Q3	–	Sell	-6,983	Closed	-$586K	–	374
2024 Q2	$586K	Buy	6,983 +200	+3%	+$16.8K	0.19%	75
2024 Q1	$663K	Buy	+6,783	New	+$663K	0.22%	70