Milestone Investment 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
2023 Q4	–	Sell	-1,277	Closed	-$108K	–	165
2023 Q3	$108K	Buy	+1,277	New	+$108K	0.03%	142
2023 Q2	–	Sell	-1,203	Closed	-$107K	–	160
2023 Q1	$107K	Buy	+1,203	New	+$107K	0.03%	138