MW
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Milestone Wealth’s Visa V Stock Holding History

Milestone Wealth’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		$72K Hold
404
– – 0.08% 89
2022
Q2 		$80K Sell
404
-98
-20% -$19.4K 0.08% 86
2022
Q1 		$108K Hold
502
– – 0.09% 82
2021
Q4 		$108K Buy
+502
New +$108K 0.09% 82