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Milestone Investment Advisors’s Fiserv FI Stock Holding History

Milestone Investment Advisors’s Portfolio FI Stock Details FI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-872
Closed -$98.5K – 237
2023
Q3 		$98.5K Buy
+872
New +$98.5K 0.03% 148
2023
Q2 		– Sell
-872
Closed -$98.6K – 232
2023
Q1 		$98.6K Buy
+872
New +$98.6K 0.03% 145