Milestone Investment Advisors’s Five Below FIVE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-12	Closed	-$1.93K	–	238
2023 Q3	$1.93K	Buy	+12	New	+$1.93K	﹤0.01%	379
2023 Q2	–	Sell	-15	Closed	-$3.09K	–	233
2023 Q1	$3.09K	Buy	+15	New	+$3.09K	﹤0.01%	346