Milestone Investment Advisors’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-17,489
Closed -$2.99M 127
2023
Q3
$2.99M Buy
+17,489
New +$2.99M 0.85% 30
2023
Q2
Sell
-17,443
Closed -$2.88M 123
2023
Q1
$2.88M Buy
+17,443
New +$2.88M 0.89% 28