Milestone Investment Advisors’s BP BP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-606
Closed -$23.5K 168
2023
Q3
$23.5K Buy
+606
New +$23.5K 0.01% 246
2023
Q2
Sell
-1,911
Closed -$72.5K 163
2023
Q1
$72.5K Buy
+1,911
New +$72.5K 0.02% 169