Milestone Wealth’s Strategy Inc Common Stock Class A MSTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$104K Sell
4,900
-3,000
-38% -$63.7K 0.12% 73
2022
Q2
$130K Buy
7,900
+7,200
+1,029% +$118K 0.14% 67
2022
Q1
$38K Hold
700
0.03% 149
2021
Q4
$38K Buy
+700
New +$38K 0.03% 149