Milestone Advisory Partners Closed Holding Positions

Milestone Advisory Partners

  • $120 Million
  • Q3 2023
Stock Closed Quarter Shares Sold Price Range Trade History
GLD
Spdr Gold Trust

ETFs
Q1 2021 Filed on Apr 28, 2021
9,791
$157.49 - $182.87 $1.54M - $1.79M
WY
Weyerhaeuser CO

Real Estate
Q3 2020 Filed on Oct 27, 2020
1,600
$22.2 - $30.89 $35.5K - $49.4K
SIRI
Sirius Xm Holdings Inc.

Communication Services
Q3 2020 Filed on Oct 27, 2020
782,956
$5.02 - $6.09 $3.93M - $4.77M
O
Realty Income Corp

Real Estate
Q3 2020 Filed on Oct 27, 2020
1,380
$55.07 - $63.77 $76K - $88K
EGP
Eastgroup Properties Inc

Real Estate
Q3 2020 Filed on Oct 27, 2020
350
$116.57 - $137.0 $40.8K - $48K
GSK
Gsk PLC

Healthcare
Q3 2020 Filed on Oct 27, 2020
617
$38.11 - $42.99 $23.5K - $26.5K
BTI
British American Tobacco P.L.C.

Consumer Defensive
Q3 2020 Filed on Oct 27, 2020
600
$33.22 - $39.54 $19.9K - $23.7K
BP
Bp PLC

Energy
Q3 2020 Filed on Oct 27, 2020
529
$17.46 - $24.26 $9.24K - $12.8K
AMT
American Tower Corp

Real Estate
Q3 2020 Filed on Oct 27, 2020
463
$235.71 - $271.29 $109K - $126K
CCL
Carnival Corp

Consumer Cyclical
Q3 2020 Filed on Oct 27, 2020
500
$13.07 - $18.53 $6.54K - $9.27K
Rydex ETF Trust
Q2 2018 Filed on Aug 04, 2020
70,302
N/A
Nuveen North Carolina Qlty M
Q3 2018 Filed on Aug 04, 2020
20,978
N/A
Powershares ETF Trust
Q2 2018 Filed on Aug 04, 2020
48,549
N/A
Powershares ETF Tr Ii
Q2 2018 Filed on Aug 04, 2020
11,533
N/A
Powershares ETF Tr Ii
Q2 2018 Filed on Aug 04, 2020
27,590
N/A
Powershares ETF Tr Ii
Q2 2018 Filed on Aug 04, 2020
27,132
N/A
AGNC
Agnc Investment Corp.

Real Estate
Q1 2018 Filed on Aug 04, 2020
12,132
$17.94 - $19.94 $218K - $242K
FPX
First Trust Us Equity Opportun

ETFs
Q2 2018 Filed on Aug 04, 2020
4,041
$66.81 - $74.52 $270K - $301K
FTA
First Tr Large Cap Value

ETFs
Q3 2018 Filed on Aug 04, 2020
82,298
$52.28 - $55.43 $4.3M - $4.56M
FDD
First Trust Stoxx European Sel

ETFs
Q2 2018 Filed on Aug 04, 2020
569,936
$12.99 - $14.44 $7.4M - $8.23M
IAI
Ishares Tr Us Broker Dealers &

ETFs
Q1 2019 Filed on Aug 04, 2020
4,472
$55.33 - $62.51 $247K - $280K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
Q3 2019 Filed on Aug 04, 2020
23,798
$183.17 - $198.52 $4.36M - $4.72M
ITB
Ishares Tr

ETFs
Q1 2018 Filed on Aug 04, 2020
58,824
$38.31 - $46.25 $2.25M - $2.72M
IYT
Ishares Tr U.S. Transportation

ETFs
Q4 2018 Filed on Aug 04, 2020
9,090
$155.39 - $205.13 $1.41M - $1.86M
Ultimate Software Group Inc
Q2 2019 Filed on Aug 04, 2020
1,282
N/A
Vaneck Vectors ETF Tr
Q4 2018 Filed on Aug 04, 2020
14,073
N/A
Vaneck Vectors ETF Tr
Q4 2018 Filed on Aug 04, 2020
8,323
N/A
HYLS
First Tr Tactical High Yield L

ETFs
Q4 2018 Filed on Aug 04, 2020
160,270
$44.51 - $47.86 $7.13M - $7.67M
GXC
Spdr Index Shs Fund Spdr S&P C

ETFs
Q3 2019 Filed on Aug 04, 2020
3,489
$89.31 - $96.08 $312K - $335K
QUAL
Ishares Msci Usa Quality Facto

ETFs
Q3 2019 Filed on Aug 04, 2020
33,791
$88.14 - $94.1 $2.98M - $3.18M
Royal Dutch Shell PLC
Q2 2018 Filed on Aug 04, 2020
2,000
N/A
IGN
Ishares Tr North Amern Tech Mu

ETFs
Q4 2018 Filed on Aug 04, 2020
34,119
N/A
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
Q1 2018 Filed on Aug 04, 2020
11,431
$12.89 - $14.19 $147K - $162K
PNC
Pnc Financial Services Group, Inc.

Financial Services
Q1 2020 Filed on Jul 31, 2020
1,347
$80.64 - $160.81 $109K - $217K
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
Q1 2020 Filed on Jul 31, 2020
6,225
$32.0 - $59.44 $199K - $370K
SKYY
First Trust Cloud Computing Et

ETFs
Q1 2020 Filed on Jul 31, 2020
6,923
$46.0 - $68.66 $318K - $475K
IYC
Ishares U.S. Consumer Discreti

ETFs
Q1 2020 Filed on Jul 31, 2020
1,134
$39.8 - $59.67 $45.1K - $67.7K
FXR
First Trust Industrials/Produc

ETFs
Q1 2020 Filed on Jul 31, 2020
8,577
$25.71 - $46.5 $221K - $399K
RDVY
First Trust Rising Dividend Ac

ETFs
Q1 2020 Filed on Jul 31, 2020
137,260
$21.81 - $36.72 $2.99M - $5.04M
CVX
Chevron Corp

Energy
Q1 2020 Filed on Jul 31, 2020
3,131
$54.22 - $121.43 $170K - $380K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
Q2 2020 Filed on Jul 31, 2020
14,497
$29.5 - $41.87 $428K - $607K
FVD
First Tr Value Line Divid Inde

ETFs
Q2 2020 Filed on Jul 31, 2020
175,386
$26.27 - $33.19 $4.61M - $5.82M
IYW
Ishares Dj Us Tech ETF

ETFs
Q1 2020 Filed on Jul 31, 2020
1,400
$45.35 - $65.22 $63.5K - $91.3K
BA
Boeing CO

Industrials
Q4 2019 Filed on Jul 31, 2020
574
$325.76 - $376.54 $187K - $216K
RSP
Invesco S&P 500 Equal Weight E

ETFs
Q1 2020 Filed on Jul 31, 2020
73,979
$71.66 - $118.71 $5.3M - $8.78M
QQQ
Invesco Qqq Trust, Series 1

ETFs
Q4 2019 Filed on Jul 31, 2020
26,951
$184.05 - $213.79 $4.96M - $5.76M
Rti Surgical Holdings Inc
Q4 2019 Filed on Jul 31, 2020
86,483
N/A
ITA
Ishares Tr

ETFs
Q1 2020 Filed on Jul 31, 2020
26,436
$58.76 - $119.9 $1.55M - $3.17M
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
Q1 2020 Filed on Jul 31, 2020
55,799
$28.19 - $51.45 $1.57M - $2.87M
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