Milestone Wealth’s Apple AAPL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	$1.21M	Sell	8,728 -750	-8%	-$104K	1.35%	17
2022 Q2	$1.3M	Buy	9,478 +3,590	+61%	+$491K	1.36%	14
2022 Q1	$1.05M	Hold	5,888	–	–	0.85%	20
2021 Q4	$1.05M	Buy	+5,888	New	+$1.05M	0.84%	20