Milestone Investment Advisors’s American Express AXP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-600	Closed	-$89.5K	–	152
2023 Q3	$89.5K	Buy	+600	New	+$89.5K	0.03%	154
2023 Q2	–	Sell	-600	Closed	-$99K	–	147
2023 Q1	$99K	Buy	+600	New	+$99K	0.03%	144