MILESTONE WEALTH, LLC – Transaction History
MILESTONE WEALTH, LLC portfolio value:
2.45M
portfolio value
MILESTONE WEALTH, LLC quarter portfolio value change:
-7.62%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -1.85% | -971 shares | -250K | 51.54K | |
| Q2 2022 | share | Decrease | -5.71% | -3.18K shares | -543K | 52.51K | |
| Q1 2022 | share | Decrease | -2.26% | -1.28K shares | -75K | 55.69K | |
| Q4 2021 | share | Increase | 0.00% | 56.98K shares | 3.32M | 56.98K |