Lucia Wealth Services’s Bank of Montreal BMO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-685	Closed	-$57K	–	177
2018 Q3	$57K	Buy	685 +183	+36%	+$15.2K	0.02%	186
2018 Q2	$39K	Buy	502 +325	+184%	+$25.2K	0.02%	174
2018 Q1	$13K	Buy	+177	New	+$13K	﹤0.01%	181