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
N/A
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
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