Milestone Investment Advisors’s Factset FDS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-105	Closed	-$45.9K	–	234
2023 Q3	$45.9K	Buy	+105	New	+$45.9K	0.01%	206
2023 Q2	–	Sell	-105	Closed	-$43.6K	–	229
2023 Q1	$43.6K	Buy	+105	New	+$43.6K	0.01%	214