Milestone Investment Advisors’s Intuit INTU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-465	Closed	-$238K	–	272
2023 Q3	$238K	Buy	+465	New	+$238K	0.07%	94
2023 Q2	–	Sell	-465	Closed	-$207K	–	267
2023 Q1	$207K	Buy	+465	New	+$207K	0.06%	103