Milestone Investment Advisors’s CDW CDW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-267	Closed	-$53.9K	–	180
2023 Q3	$53.9K	Buy	+267	New	+$53.9K	0.02%	193
2023 Q2	–	Sell	-267	Closed	-$52K	–	175
2023 Q1	$52K	Buy	+267	New	+$52K	0.02%	201