Milestone Advisory Partners’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $328K | Hold |
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|
2023
Q2 | $300K | Hold |
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|
2023
Q1 | $311K | Hold |
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|
2022
Q4 | $301K | Hold |
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|
2022
Q3 | $300K | Hold |
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|
2022
Q2 | $296K | Hold |
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|
2022
Q1 | $326K | Hold |
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|
2021
Q4 | $365K | Hold |
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|
2021
Q3 | $296K | Hold |
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|
2021
Q2 | $252K | Hold |
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|
2021
Q1 | $231K | Hold |
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|
2020
Q4 | $249K | Hold |
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|
2020
Q3 | $251K | Hold |
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|
2020
Q2 | $246K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $201K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $215K | Buy |
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