Milestone Investment Advisors’s IBM IBM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-100	Closed	-$14K	–	263
2023 Q3	$14K	Buy	+100	New	+$14K	﹤0.01%	276
2023 Q2	–	Sell	-375	Closed	-$49.2K	–	259
2023 Q1	$49.2K	Buy	+375	New	+$49.2K	0.02%	208