Advisor Group’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $479K | Sell |
4,685
-574
| -11% | -$58.7K | ﹤0.01% | 1701 |
|
|
2019
Q3 | $464K | Buy |
5,259
+8
| +0.2% | +$706 | ﹤0.01% | 1673 |
|
|
2019
Q2 | $479K | Sell |
5,251
-212
| -4% | -$19.3K | ﹤0.01% | 1643 |
|
|
2019
Q1 | $461K | Sell |
5,463
-469
| -8% | -$39.6K | ﹤0.01% | 1651 |
|
|
2018
Q4 | $454K | Sell |
5,932
-906
| -13% | -$69.3K | ﹤0.01% | 1474 |
|
|
2018
Q3 | $691K | Buy |
6,838
+1,171
| +21% | +$118K | 0.01% | 1233 |
|
|
2018
Q2 | $693K | Sell |
5,667
-1,252
| -18% | -$153K | 0.01% | 1093 |
|
|
2018
Q1 | $793K | Sell |
6,919
-2,287
| -25% | -$262K | 0.01% | 1005 |
|
|
2017
Q4 | $1.14M | Buy |
9,206
+4,523
| +97% | +$561K | 0.02% | 808 |
|
|
2017
Q3 | $490K | Sell |
4,683
-583
| -11% | -$61K | 0.01% | 1220 |
|
|
2017
Q2 | $487K | Sell |
5,266
-515
| -9% | -$47.6K | 0.01% | 1163 |
|
|
2017
Q1 | $485K | Buy |
5,781
+820
| +17% | +$68.8K | 0.01% | 1093 |
|
|
2016
Q4 | $408K | Sell |
4,961
-3,367
| -40% | -$277K | 0.01% | 1121 |
|
|
2016
Q3 | $645K | Buy |
8,328
+860
| +12% | +$66.6K | 0.02% | 839 |
|
|
2016
Q2 | $608K | Buy |
+7,468
| New | +$608K | 0.02% | 823 |
|