Milestone Investment Advisors’s Broadridge BR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-568	Closed	-$102K	–	169
2023 Q3	$102K	Buy	+568	New	+$102K	0.03%	145
2023 Q2	–	Sell	-568	Closed	-$83.3K	–	164
2023 Q1	$83.3K	Buy	+568	New	+$83.3K	0.03%	162