AA
Addison Advisors’s Polaris PII Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-173
| Closed | -$9.97K | – | 871 |
|
|
2024
Q4 | $9.97K | Sell |
173
-70
| -29% | -$4.03K | ﹤0.01% | 589 |
|
|
2024
Q3 | $20.2K | Sell |
243
-3
| -1% | -$250 | 0.01% | 505 |
|
|
2024
Q2 | $19.3K | Sell |
246
-233
| -49% | -$18.2K | 0.01% | 491 |
|
|
2024
Q1 | $48K | Hold |
479
| – | – | 0.02% | 371 |
|
|
2023
Q4 | $45.4K | Hold |
479
| – | – | 0.02% | 365 |
|
|
2023
Q3 | $49.9K | Hold |
479
| – | – | 0.02% | 321 |
|
|
2023
Q2 | $57.9K | Hold |
479
| – | – | 0.03% | 303 |
|
|
2023
Q1 | $53K | Hold |
479
| – | – | 0.03% | 295 |
|
|
2022
Q4 | $48.4K | Sell |
479
-8
| -2% | -$808 | 0.03% | 290 |
|
|
2022
Q3 | $47K | Hold |
487
| – | – | 0.03% | 269 |
|
|
2022
Q2 | $48K | Hold |
487
| – | – | 0.03% | 266 |
|
|
2022
Q1 | $51K | Hold |
487
| – | – | 0.03% | 285 |
|
|
2021
Q4 | $54K | Hold |
487
| – | – | 0.03% | 237 |
|
|
2021
Q3 | $58K | Hold |
487
| – | – | 0.05% | 171 |
|
|
2021
Q2 | $67K | Buy |
+487
| New | +$67K | 0.05% | 160 |
|
|
2020
Q4 | $46K | Buy |
+487
| New | +$46K | 0.04% | 183 |
|