Milestone Investment Advisors’s Morningstar MORN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-96	Closed	-$22.5K	–	320
2023 Q3	$22.5K	Buy	+96	New	+$22.5K	0.01%	249
2023 Q2	–	Sell	-96	Closed	-$19.5K	–	315
2023 Q1	$19.5K	Buy	+96	New	+$19.5K	0.01%	266