Milestone Investment Advisors’s Stifel SF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-25	Closed	-$1.54K	–	387
2023 Q3	$1.54K	Buy	+25	New	+$1.54K	﹤0.01%	405
2023 Q2	–	Sell	-20	Closed	-$1.18K	–	384
2023 Q1	$1.18K	Buy	+20	New	+$1.18K	﹤0.01%	421