Acorn Financial Advisory Services’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,850
| Closed | -$237K | – | 215 |
|
|
2024
Q3 | $237K | Buy |
2,850
+14
| +0.5% | +$1.17K | 0.04% | 181 |
|
|
2024
Q2 | $222K | Buy |
2,836
+18
| +0.6% | +$1.41K | 0.04% | 191 |
|
|
2024
Q1 | $282K | Sell |
2,818
-283
| -9% | -$28.3K | 0.05% | 166 |
|
|
2023
Q4 | $294K | Buy |
3,101
+18
| +0.6% | +$1.71K | 0.05% | 199 |
|
|
2023
Q3 | $321K | Sell |
3,083
-697
| -18% | -$72.6K | 0.06% | 184 |
|
|
2023
Q2 | $457K | Buy |
3,780
+28
| +0.7% | +$3.39K | 0.08% | 146 |
|
|
2023
Q1 | $415K | Sell |
3,752
-11
| -0.3% | -$1.22K | 0.08% | 146 |
|
|
2022
Q4 | $380K | Sell |
3,763
-225
| -6% | -$22.7K | 0.08% | 147 |
|
|
2022
Q3 | $381K | Sell |
3,988
-533
| -12% | -$50.9K | 0.09% | 144 |
|
|
2022
Q2 | $449K | Buy |
4,521
+27
| +0.6% | +$2.68K | 0.11% | 127 |
|
|
2022
Q1 | $473K | Sell |
4,494
-43
| -0.9% | -$4.53K | 0.09% | 138 |
|
|
2021
Q4 | $499K | Sell |
4,537
-147
| -3% | -$16.2K | 0.1% | 133 |
|
|
2021
Q3 | $560K | Sell |
4,684
-11
| -0.2% | -$1.32K | 0.17% | 121 |
|
|
2021
Q2 | $643K | Buy |
4,695
+432
| +10% | +$59.2K | 0.19% | 122 |
|
|
2021
Q1 | $569K | Buy |
4,263
+89
| +2% | +$11.9K | 0.21% | 112 |
|
|
2020
Q4 | $398K | Buy |
4,174
+660
| +19% | +$62.9K | 0.16% | 146 |
|
|
2020
Q3 | $331K | Buy |
3,514
+23
| +0.7% | +$2.17K | 0.17% | 148 |
|
|
2020
Q2 | $323K | Buy |
+3,491
| New | +$323K | 0.23% | 139 |
|
|
2020
Q1 | – | Sell |
-3,609
| Closed | -$367K | – | 173 |
|
|
2019
Q4 | $367K | Buy |
+3,609
| New | +$367K | 0.31% | 114 |
|