1834 Investment Advisors’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-350
| Closed | -$35K | – | 382 |
|
|
2022
Q2 | $35K | Hold |
350
| – | – | ﹤0.01% | 297 |
|
|
2022
Q1 | $37K | Hold |
350
| – | – | ﹤0.01% | 266 |
|
|
2021
Q4 | $38K | Hold |
350
| – | – | ﹤0.01% | 279 |
|
|
2021
Q3 | $42K | Hold |
350
| – | – | 0.01% | 276 |
|
|
2021
Q2 | $48K | Buy |
+350
| New | +$48K | 0.01% | 276 |
|
|
2019
Q4 | – | Sell |
-250
| Closed | -$22K | – | 478 |
|
|
2019
Q3 | $22K | Buy |
+250
| New | +$22K | ﹤0.01% | 319 |
|