Milestone Investment Advisors’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-12,216
Closed -$3.86M 322
2023
Q3
$3.86M Buy
+12,216
New +$3.86M 1.1% 25
2023
Q2
Sell
-12,171
Closed -$3.51M 317
2023
Q1
$3.51M Buy
+12,171
New +$3.51M 1.08% 23