Mark Sheptoff Financial Planning’s Bank of Montreal BMO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-100	Closed	-$9.02K	–	433
2024 Q3	$9.02K	Hold	100	–	–	﹤0.01%	317
2024 Q2	$8.38K	Hold	100	–	–	﹤0.01%	331
2024 Q1	$9.77K	Hold	100	–	–	0.01%	296
2023 Q4	$9.89K	Hold	100	–	–	0.01%	290
2023 Q3	$8.44K	Hold	100	–	–	0.01%	277
2023 Q2	$9.03K	Hold	100	–	–	0.01%	280
2023 Q1	$8.91K	Hold	100	–	–	0.01%	270
2022 Q4	$9.06K	Hold	100	–	–	0.01%	275
2022 Q3	$9K	Hold	100	–	–	0.01%	255
2022 Q2	$10K	Hold	100	–	–	0.01%	256
2022 Q1	$12K	Hold	100	–	–	0.01%	284
2021 Q4	$11K	Hold	100	–	–	0.01%	309
2021 Q3	$10K	Hold	100	–	–	0.01%	302
2021 Q2	$10K	Hold	100	–	–	0.01%	323
2021 Q1	$9K	Hold	100	–	–	0.01%	293
2020 Q4	$8K	Sell	100 -100	-50%	-$6.84K	﹤0.01%	278
2020 Q3	$12K	Hold	200	–	–	0.01%	220
2020 Q2	$11K	Hold	200	–	–	0.01%	251
2020 Q1	$10K	Sell	200 -100	-33%	-$6.78K	0.01%	232
2019 Q4	$23K	Hold	300	–	–	0.01%	201
2019 Q3	$22K	Buy	+300	New	+$21.9K	0.01%	200