Sierra Summit 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
2024 Q2	–	Sell	-2,884	Closed	-$282K	–	144
2024 Q1	$282K	Buy	2,884 +126	+5%	+$12.3K	0.08%	131
2023 Q4	$273K	Buy	+2,758	New	+$273K	0.08%	146