MAP
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Milestone Advisory Partners’s Workiva WK Stock Holding History

Milestone Advisory Partners’s Portfolio WK Stock Details WK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-2,204
Closed -$288K – 103
2021
Q4 		$288K Hold
2,204
– – 0.15% 68
2021
Q3 		$311K Hold
2,204
– – 0.18% 64
2021
Q2 		$245K Buy
+2,204
New +$245K 0.13% 78