N.E.W. Advisory 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
2025 Q2	$61K	Sell	551 -6	-1%	-$664	0.01%	288
2025 Q1	$53.2K	Buy	+557	New	+$53.2K	﹤0.01%	350