Icon Wealth Advisors’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	-1,013	Closed	-$100K	–	466
2023 Q4	$100K	Buy	+1,013	New	+$100K	0.01%	429
2022 Q4	–	Sell	-1,196	Closed	-$105K	–	339
2022 Q3	$105K	Buy	+1,196	New	+$105K	0.01%	387