Milestone Investment Advisors’s US Bancorp USB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-11,307	Closed	-$374K	–	424
2023 Q3	$374K	Buy	+11,307	New	+$374K	0.11%	73
2023 Q2	–	Sell	-11,307	Closed	-$408K	–	419
2023 Q1	$408K	Buy	+11,307	New	+$408K	0.13%	68