Milestone Investment Advisors’s Wells Fargo WFC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-6,040	Closed	-$247K	–	435
2023 Q3	$247K	Buy	+6,040	New	+$247K	0.07%	92
2023 Q2	–	Sell	-6,223	Closed	-$233K	–	431
2023 Q1	$233K	Buy	+6,223	New	+$233K	0.07%	96