Milestone Advisory Partners Reduced Holdings in Q3 2023

Milestone Advisory Partners

  • $120 Million
  • Q3 2023
Stock Shares change Price Range Shares Held Trade History
XLU
Utilities Sector Spdr

ETFs
-5.57K
- 10.45%
$58.83 - $68.46 $327K - $381K
47.7K $2.81M
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
-1.59K
- 8.03%
$42.25 - $56.34 $67K - $89.3K
18.2K $773K
IGE
Ishares Tr North Amern Nat Res

ETFs
-3.68K
- 12.22%
$37.81 - $43.27 $139K - $159K
26.5K $1.1M
Activity Summary
Buys All Purchases 36 New Holdings 5 Increased Positions 31 Sells All Sells 3 Reductions 3 Sold out 0 Options Calls 0 Puts 0
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