Milestone Investment Advisors’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $638K | Sell |
14,599
-7,169
| -33% | -$313K | 0.17% | 56 |
|
|
2025
Q1 | $792K | Sell |
21,768
-914
| -4% | -$33.3K | 0.22% | 53 |
|
|
2024
Q4 | $876K | Buy |
22,682
+653
| +3% | +$25.2K | 0.24% | 49 |
|
|
2024
Q3 | $819K | Buy |
22,029
+922
| +4% | +$34.3K | 0.23% | 49 |
|
|
2024
Q2 | $752K | Buy |
21,107
+5,487
| +35% | +$196K | 0.2% | 51 |
|
|
2024
Q1 | $530K | Buy |
15,620
+6,691
| +75% | +$227K | 0.14% | 53 |
|
|
2023
Q4 | $278K | Hold |
8,929
| – | – | 0.08% | 64 |
|
|
2023
Q3 | $240K | Buy |
8,929
+8,341
| +1,419% | +$224K | 0.07% | 93 |
|
|
2023
Q2 | $16.4K | Buy |
+588
| New | +$16.4K | 0.01% | 100 |
|