Kingsview Wealth 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
2024 Q3	–	Sell	-5,131	Closed	-$430K	–	1092
2024 Q2	$430K	Buy	+5,131	New	+$430K	0.01%	730
2020 Q1	–	Sell	-2,674	Closed	-$207K	–	470
2019 Q4	$207K	Buy	+2,674	New	+$207K	0.03%	439