MAP
Milestone Advisory Partners’s Factset FDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $328K | Hold |
750
| – | – | 0.27% | 48 |
|
|
2023
Q2 | $300K | Hold |
750
| – | – | 0.27% | 52 |
|
|
2023
Q1 | $311K | Hold |
750
| – | – | 0.29% | 52 |
|
|
2022
Q4 | $301K | Hold |
750
| – | – | 0.22% | 54 |
|
|
2022
Q3 | $300K | Hold |
750
| – | – | 0.23% | 51 |
|
|
2022
Q2 | $296K | Hold |
750
| – | – | 0.24% | 51 |
|
|
2022
Q1 | $326K | Hold |
750
| – | – | 0.18% | 59 |
|
|
2021
Q4 | $365K | Hold |
750
| – | – | 0.18% | 57 |
|
|
2021
Q3 | $296K | Hold |
750
| – | – | 0.17% | 65 |
|
|
2021
Q2 | $252K | Hold |
750
| – | – | 0.13% | 77 |
|
|
2021
Q1 | $231K | Hold |
750
| – | – | 0.12% | 72 |
|
|
2020
Q4 | $249K | Hold |
750
| – | – | 0.14% | 54 |
|
|
2020
Q3 | $251K | Hold |
750
| – | – | 0.16% | 46 |
|
|
2020
Q2 | $246K | Buy |
+750
| New | +$246K | 0.14% | 47 |
|
|
2020
Q1 | – | Sell |
-750
| Closed | -$201K | – | 43 |
|
|
2019
Q4 | $201K | Buy |
+750
| New | +$201K | 0.11% | 56 |
|
|
2019
Q3 | – | Sell |
-750
| Closed | -$215K | – | 55 |
|
|
2019
Q2 | $215K | Buy |
+750
| New | +$215K | 0.13% | 52 |
|