Milestone Investment Advisors’s Canopy Growth CGC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
– Sell
-48
Closed -$377 – 181
2023
Q3
$377 Buy
+48
New +$294 ﹤0.01% 435
2023
Q2
– Sell
-59
Closed -$1.03K – 176
2023
Q1
$1.03K Buy
+59
New +$1.4K ﹤0.01% 423

Other funds holding CGC

Milestone Investment Advisors's CGC Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Canopy Growth (CGC) in Q4 2023, closing a stake of 48 shares — an estimated $377 sold.

Milestone Investment Advisors first reported a position in CGC in Q1 2023 and held it in 2 quarters. The position peaked at $1.03K in Q1 2023. 229 funds tracked by Wall St. Rank hold CGC as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Canopy Growth position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 48 Canopy Growth shares in Q4 2023, an estimated $377.
  • Milestone Investment Advisors first reported a position in Canopy Growth in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Canopy Growth position peaked at $1.03K in Q1 2023.
  • 229 funds tracked by Wall St. Rank held Canopy Growth as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.