SkyOak Wealth’s Bank of Montreal BMO Stock Holding History

SkyOak Wealth’s Portfolio BMO Stock Details BMO Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$221K	Buy
2020 Q3	–	Sell
2020 Q2	$2.15M	Buy
2020 Q1	$2M	Sell
2019 Q4	$3.34M	Buy