J.W. Cole 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
2025
Q2
$363K Buy
3,283
+117
+4% +$12.9K 0.01% 1049
2025
Q1
$302K Buy
+3,166
New +$302K 0.01% 959