Milestone Wealth’s FREDDIE MAC VR RATE NON-CUM PF FRE.PRL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$5K Hold
1,238
0.01% 203
2022
Q2
$6K Sell
1,238
-1,237
-50% -$6K 0.01% 191
2022
Q1
$9K Hold
2,475
0.01% 208
2021
Q4
$9K Buy
+2,475
New +$9K 0.01% 208

Milestone Wealth's FRE.PRL Position: Q3 2022 in Review

Milestone Wealth held its FREDDIE MAC VR RATE NON-CUM PF (FRE.PRL) position steady in Q3 2022 at 1,238 shares worth $5K. The position accounts for 0.01% of the portfolio, ranked #203.

Milestone Wealth first reported a position in FRE.PRL in Q4 2021 and has held it in 4 quarters since. The position peaked at $9K in Q1 2022. 1 fund tracked by Wall St. Rank holds FRE.PRL as of Q3 2022.

  • Milestone Wealth held 1,238 shares of FREDDIE MAC VR RATE NON-CUM PF worth $5K as of Q3 2022.
  • Milestone Wealth left its FREDDIE MAC VR RATE NON-CUM PF share count unchanged in Q3 2022.
  • FREDDIE MAC VR RATE NON-CUM PF made up 0.01% of Milestone Wealth's portfolio in Q3 2022, its #203 holding.
  • Milestone Wealth first reported a position in FREDDIE MAC VR RATE NON-CUM PF in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's FREDDIE MAC VR RATE NON-CUM PF position peaked at $9K in Q1 2022.
  • 1 fund tracked by Wall St. Rank held FREDDIE MAC VR RATE NON-CUM PF as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.