Creative Planning’s Milestone Pharmaceuticals MIST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45.4K | Buy |
23,410
+10,000
| +75% | +$19.4K | ﹤0.01% | 3507 |
|
|
2025
Q1 | $10.7K | Sell |
13,410
-770
| -5% | -$616 | ﹤0.01% | 3399 |
|
|
2024
Q4 | $33.5K | Buy |
14,180
+1,100
| +8% | +$2.6K | ﹤0.01% | 3277 |
|
|
2024
Q3 | $19.9K | Hold |
13,080
| – | – | ﹤0.01% | 3152 |
|
|
2024
Q2 | $17.3K | Hold |
13,080
| – | – | ﹤0.01% | 2962 |
|
|
2024
Q1 | $23.4K | Hold |
13,080
| – | – | ﹤0.01% | 2807 |
|
|
2023
Q4 | $21.8K | Hold |
13,080
| – | – | ﹤0.01% | 2674 |
|
|
2023
Q3 | $40.5K | Hold |
13,080
| – | – | ﹤0.01% | 2487 |
|
|
2023
Q2 | $37.3K | Hold |
13,080
| – | – | ﹤0.01% | 2441 |
|
|
2023
Q1 | $51.5K | Hold |
13,080
| – | – | ﹤0.01% | 2317 |
|
|
2022
Q4 | $51.8K | Buy |
+13,080
| New | +$51.8K | ﹤0.01% | 2212 |
|