Milestone Wealth, LLC MORGAN STANLEY INST GLOB Transaction History

Milestone Wealth, LLC

  • $93.9 Million
  • Q3 2022
Number of Shares
264,604
Previous 264,604 -0.0%
Holding current value
$2.18 Million
Previous $2.18 Million -0.0%
% of portfolio
2.32%
Previous 2.29%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 16, 2022
SELL
N/A
-3,701 Reduced 1.4%
260,903 $2.24 Million
Q2 2022

Aug 12, 2022
SELL
N/A
-27,256 Reduced 9.34%
264,604 $2.18 Million
Q4 2021

Feb 16, 2022
BUY
N/A
291,860 New
291,860 $5.35 Million
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