MIA
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Milestone Investment Advisors’s Visa V Stock Holding History

Milestone Investment Advisors’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,875
Closed -$431K – 425
2023
Q3 		$431K Buy
+1,875
New +$431K 0.12% 68
2023
Q2 		– Sell
-1,875
Closed -$423K – 420
2023
Q1 		$423K Buy
+1,875
New +$423K 0.13% 65