SlateStone Wealth’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 Q4	–	Sell	-4,277	Closed	-$386K	–	293
2024 Q3	$386K	Hold	4,277	–	–	0.03%	225
2024 Q2	$359K	Buy	4,277 +677	+19%	+$56.8K	0.04%	227
2024 Q1	$352K	Buy	+3,600	New	+$352K	0.04%	224