Milestone Wealth, LLC Closed Holding Positions

Milestone Wealth, LLC

  • $93.9 Million
  • Q3 2022
Stock Closed Quarter Shares Sold Price Range Trade History
MTCH
Match Group, Inc.

Communication Services
Q2 2022 Filed on Aug 12, 2022
262
$68.56 - $113.34 $18K - $29.7K
RDS-A
Shell PLC

Energy
Q2 2022 Filed on Aug 12, 2022
575
N/A
SG
Sweetgreen, Inc.

Consumer Cyclical
Q2 2022 Filed on Aug 12, 2022
522
$11.49 - $33.5 $6K - $17.5K
INTC
Intel Corp

Technology
Q2 2022 Filed on Aug 12, 2022
659
$36.97 - $49.2 $24.4K - $32.4K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q2 2022 Filed on Aug 12, 2022
264
$69.84 - $121.86 $18.4K - $32.2K
PINS
Pinterest, Inc.

Communication Services
Q2 2022 Filed on Aug 12, 2022
529
$17.19 - $27.4 $9.09K - $14.5K
LKNCY
Luckin Coffee Inc.

Consumer Cyclical
Q2 2022 Filed on Aug 12, 2022
1,383
$6.36 - $12.94 $8.8K - $17.9K
WST
West Pharmaceutical Services Inc

Healthcare
Q2 2022 Filed on Aug 12, 2022
62
$280.61 - $420.45 $17.4K - $26.1K
PWC
Invesco Exchange Traded Fd Tr
Q2 2022 Filed on Aug 12, 2022
352
N/A
CIVI
Civitas Resources, Inc.

Energy
Q2 2022 Filed on Aug 12, 2022
912
$52.29 - $83.75 $47.7K - $76.4K
USO
United States Oil Fund, LP

ETFs
Q2 2022 Filed on Aug 12, 2022
1,142
$72.3 - $91.99 $82.6K - $105K
USOI
Credit Suisse Ag

ETFs
Q2 2022 Filed on Aug 12, 2022
10,204
$5.02 - $5.87 $51.2K - $59.9K
MASI
Masimo Corp

Healthcare
Q2 2022 Filed on Aug 12, 2022
161
$112.97 - $151.71 $18.2K - $24.4K
SVM
Silvercorp Metals Inc

Basic Materials
Q2 2022 Filed on Aug 12, 2022
22,354
$2.48 - $3.88 $55.4K - $86.7K
GSG
I Shares S&P Gsci Commodity Indexed Trust

ETFs
Q2 2022 Filed on Aug 12, 2022
4,933
$22.26 - $26.34 $110K - $130K
WMT
Walmart Inc.

Consumer Defensive
Q2 2022 Filed on Aug 12, 2022
127
$118.29 - $159.87 $15K - $20.3K
XLRE
Select Sector Spdr Tr Real Est

ETFs
Q2 2022 Filed on Aug 12, 2022
1,771
$38.85 - $50.6 $68.8K - $89.6K
W
Wayfair Inc.

Consumer Cyclical
Q2 2022 Filed on Aug 12, 2022
136
$43.56 - $117.0 $5.92K - $15.9K
BP
Bp PLC

Energy
Q2 2022 Filed on Aug 12, 2022
839
$27.36 - $34.19 $23K - $28.7K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
Q2 2022 Filed on Aug 12, 2022
110
$234.96 - $292.55 $25.8K - $32.2K
DVA
Davita Inc.

Healthcare
Q2 2022 Filed on Aug 12, 2022
452
$76.05 - $123.38 $34.4K - $55.8K
CHRD
Oasis Petroleum Inc.

Energy
Q2 2022 Filed on Aug 12, 2022
635
$45.01 - $87.75 $28.6K - $55.7K
SIVR
Abrdn Silver ETF Trust

ETFs
Q2 2022 Filed on Aug 12, 2022
3,934
$19.47 - $24.88 $76.6K - $97.9K
GUNR
Flexshares Tr Morningstar Glob

ETFs
Q2 2022 Filed on Aug 12, 2022
2,785
$38.82 - $48.93 $108K - $136K
SLM
Slm Corp

Financial Services
Q2 2022 Filed on Aug 12, 2022
8,166
$14.96 - $20.14 $122K - $164K
ETSY
Etsy Inc

Consumer Cyclical
Q2 2022 Filed on Aug 12, 2022
186
$69.0 - $136.17 $12.8K - $25.3K
SHOP
Shopify Inc.

Technology
Q2 2022 Filed on Aug 12, 2022
31
$30.35 - $72.73 $941 - $2.25K
Track This Portfolio

Track Milestone Wealth, LLC Portfolio

Follow Milestone Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Milestone Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Milestone Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email