NewSquare Capital’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	$10.1K	Buy	91 +50	+122%	+$5.53K	﹤0.01%	642
2025 Q1	$3.92K	Buy	41 +3	+8%	+$287	﹤0.01%	728
2024 Q4	$3.69K	Buy	+38	New	+$3.69K	﹤0.01%	412