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Goldstein Advisors’s Bank of Montreal BMO Stock Holding History

Goldstein Advisors’s Portfolio BMO Stock Details BMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-5,289
Closed -$446K – 176
2023
Q3 		$446K Buy
+5,289
New +$446K 0.09% 76