MW
XYZ

Milestone Wealth’s Block, Inc. XYZ Stock Holding History

Milestone Wealth’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		$126K Buy
2,289
+2,000
+692% +$110K 0.14% 62
2022
Q2 		$18K Sell
289
-46
-14% -$2.87K 0.02% 148
2022
Q1 		$54K Hold
335
– – 0.04% 130
2021
Q4 		$54K Buy
+335
New +$54K 0.04% 130