Milestone Investment Advisors’s S&P Global SPGI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-22	Closed	-$8.04K	–	397
2023 Q3	$8.04K	Buy	+22	New	+$8.04K	﹤0.01%	303
2023 Q2	–	Sell	-22	Closed	-$7.59K	–	393
2023 Q1	$7.59K	Buy	+22	New	+$7.59K	﹤0.01%	310