Kowal Investment Group’s Bank of Montreal BMO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-4,343	Closed	-$366K	–	163
2023 Q3	$366K	Buy	+4,343	New	+$366K	0.1%	97
2021 Q4	–	Sell	-869	Closed	-$87K	–	227
2021 Q3	$87K	Buy	+869	New	+$87K	0.03%	171