Envestnet Asset Management’s Milestone Pharmaceuticals MIST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-63,742	Closed	-$150K	–	4427
2024 Q4	$150K	Sell	63,742 -6,848	-10%	-$11.8K	﹤0.01%	4150
2024 Q3	$107K	Buy	70,590 +11,067	+19%	+$16.1K	﹤0.01%	4131
2024 Q2	$78.6K	Buy	59,523 +7,690	+15%	+$12.4K	﹤0.01%	4079
2024 Q1	$92.8K	Buy	51,833 +31,163	+151%	+$50.6K	﹤0.01%	4066
2023 Q4	$34.5K	Buy	20,670 +1,696	+9%	+$4.6K	﹤0.01%	4003
2023 Q3	$58.8K	Buy	18,974 +918	+5%	+$2.85K	﹤0.01%	3927
2023 Q2	$51.5K	Buy	18,056 +1,626	+10%	+$6.13K	﹤0.01%	3868
2023 Q1	$64.7K	Buy	16,430 +2,311	+16%	+$8.45K	﹤0.01%	3832
2022 Q4	$55.9K	Buy	+14,119	New	+$74.3K	﹤0.01%	3859