West Oak Capital’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 Q3	–	Sell	-200	Closed	-$14.7K	–	337
2017 Q2	$14.7K	Sell	200 -150	-43%	-$11K	0.01%	266
2017 Q1	$26.2K	Hold	350	–	–	0.02%	222
2016 Q4	$25.2K	Buy	350 +200	+133%	+$14.4K	0.02%	229
2016 Q3	$9.84K	Buy	+150	New	+$9.84K	0.01%	295