Milestone Wealth, LLC MORGAN STANLEY INST GLOB Transaction History

Milestone Wealth, LLC

  • $93.9 Million
  • Q3 2022
Number of Shares
131,121
Previous 131,121 -0.0%
Holding current value
$3.24 Million
Previous $3.24 Million -0.0%
% of portfolio
3.45%
Previous 3.42%

Shares

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

Nov 16, 2022
SELL
N/A
-2,118 Reduced 1.62%
129,003 $3.06 Million
Q2 2022

Aug 12, 2022
SELL
N/A
-10,172 Reduced 7.2%
131,121 $3.24 Million
Q4 2021

Feb 16, 2022
BUY
N/A
141,293 New
141,293 $6.03 Million
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