Kingswood 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
2025 Q1	–	Sell	-2,269	Closed	-$220K	–	736
2024 Q4	$220K	Buy	+2,269	New	+$220K	0.02%	710