Milestone Investment Advisors’s Polaris PII Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-19	Closed	-$1.98K	–	355
2023 Q3	$1.98K	Buy	+19	New	+$1.98K	﹤0.01%	377
2023 Q2	–	Sell	-22	Closed	-$2.43K	–	352
2023 Q1	$2.43K	Buy	+22	New	+$2.43K	﹤0.01%	362