Milestone Investment Advisors’s Charles Schwab SCHW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-888	Closed	-$48.8K	–	384
2023 Q3	$48.8K	Buy	+888	New	+$48.8K	0.01%	200
2023 Q2	–	Sell	-888	Closed	-$46.5K	–	381
2023 Q1	$46.5K	Buy	+888	New	+$46.5K	0.01%	210