Kings Point Capital 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
2022 Q1	$61K	Hold	518	–	–	0.01%	316
2021 Q4	$56K	Hold	518	–	–	﹤0.01%	358
2021 Q3	$52K	Hold	518	–	–	﹤0.01%	339
2021 Q2	$53K	Hold	518	–	–	﹤0.01%	333
2021 Q1	$46K	Hold	518	–	–	﹤0.01%	330
2020 Q4	$39K	Hold	518	–	–	﹤0.01%	341
2020 Q3	$30K	Hold	518	–	–	﹤0.01%	359
2020 Q2	$27K	Hold	518	–	–	﹤0.01%	339
2020 Q1	$26K	Hold	518	–	–	﹤0.01%	338
2019 Q4	$40K	Hold	518	–	–	0.01%	330
2019 Q3	$38K	Hold	518	–	–	0.01%	322
2019 Q2	$39K	Hold	518	–	–	0.01%	288
2019 Q1	$39K	Hold	518	–	–	0.01%	252
2018 Q4	$34K	Hold	518	–	–	0.01%	256
2018 Q3	$43K	Hold	518	–	–	0.01%	258
2018 Q2	$40K	Hold	518	–	–	0.01%	261
2018 Q1	$39K	Hold	518	–	–	0.01%	261
2017 Q4	$41K	Sell	518 -240	-32%	-$19K	0.01%	248
2017 Q3	$57K	Buy	758 +240	+46%	+$18K	0.01%	214
2017 Q2	$38K	Sell	518 -500	-49%	-$36.7K	0.01%	235
2017 Q1	$76K	Hold	1,018	–	–	0.02%	190
2016 Q4	$73K	Hold	1,018	–	–	0.02%	180
2016 Q3	$67K	Hold	1,018	–	–	0.02%	171
2016 Q2	$65K	Hold	1,018	–	–	0.02%	174
2016 Q1	$62K	Hold	1,018	–	–	0.02%	170
2015 Q4	$57K	Hold	1,018	–	–	0.01%	186
2015 Q3	$56K	Hold	1,018	–	–	0.01%	207
2015 Q2	$60K	Hold	1,018	–	–	0.01%	198
2015 Q1	$61K	Buy	1,018 +500	+97%	+$30K	0.02%	195
2014 Q4	$37K	Hold	518	–	–	0.01%	234
2014 Q3	$38K	Hold	518	–	–	0.01%	204
2014 Q2	$38K	Hold	518	–	–	0.01%	197
2014 Q1	$35K	Hold	518	–	–	0.01%	195
2013 Q4	$35K	Hold	518	–	–	0.01%	196
2013 Q3	$35K	Hold	518	–	–	0.01%	197
2013 Q2	$30K	Buy	+518	New	+$30K	0.01%	217