True Wealth Design’s Bank of Montreal BMO Stock Holding History

True Wealth Design’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
2026 Q1	$40.2K	Buy
2025 Q4	$27.9K	Hold
2025 Q3	$28K	Buy