WealthPLAN Partners’s Bank of Montreal BMO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-90	Closed	-$6.7K	–	207
2017 Q1	$6.7K	Buy	+90	New	+$6.7K	0.02%	314
2016 Q3	$5.66K	Sell	89 -87	-49%	-$5.54K	﹤0.01%	696
2016 Q2	$5.57K	Buy	+176	New	+$5.57K	﹤0.01%	1943