Advisornet Financial’s Polaris PII Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $17.8K | Buy |
437
+192
| +78% | +$7.81K | ﹤0.01% | 1290 |
|
2025
Q1 | $10K | Buy |
245
+145
| +145% | +$5.94K | ﹤0.01% | 1390 |
|
2024
Q4 | $5.76K | Sell |
100
-182
| -65% | -$10.5K | ﹤0.01% | 1433 |
|
2024
Q3 | $23.5K | Buy |
282
+112
| +66% | +$9.32K | ﹤0.01% | 1136 |
|
2024
Q2 | $13.3K | Sell |
170
-145
| -46% | -$11.4K | ﹤0.01% | 1211 |
|
2024
Q1 | $31.5K | Buy |
315
+92
| +41% | +$9.21K | ﹤0.01% | 949 |
|
2023
Q4 | $21.1K | Buy |
223
+109
| +96% | +$10.3K | ﹤0.01% | 1058 |
|
2023
Q3 | $11.9K | Sell |
114
-2
| -2% | -$208 | ﹤0.01% | 1199 |
|
2023
Q2 | $14K | Buy |
116
+50
| +76% | +$6.05K | ﹤0.01% | 1231 |
|
2023
Q1 | $7.3K | Buy |
66
+2
| +3% | +$221 | ﹤0.01% | 1389 |
|
2022
Q4 | $6.46K | Buy |
64
+12
| +23% | +$1.21K | ﹤0.01% | 1410 |
|
2022
Q3 | $5K | Hold |
52
| – | – | ﹤0.01% | 1504 |
|
2022
Q2 | $5K | Hold |
52
| – | – | ﹤0.01% | 1503 |
|
2022
Q1 | $5K | Hold |
52
| – | – | ﹤0.01% | 1614 |
|
2021
Q4 | $6K | Hold |
52
| – | – | ﹤0.01% | 1605 |
|
2021
Q3 | $6K | Hold |
52
| – | – | ﹤0.01% | 1576 |
|
2021
Q2 | $7K | Sell |
52
-157
| -75% | -$21.1K | ﹤0.01% | 1495 |
|
2021
Q1 | $28K | Sell |
209
-229
| -52% | -$30.7K | ﹤0.01% | 1094 |
|
2020
Q4 | $42K | Sell |
438
-281
| -39% | -$26.9K | ﹤0.01% | 907 |
|
2020
Q3 | $68K | Buy |
719
+3
| +0.4% | +$284 | 0.01% | 771 |
|
2020
Q2 | $66K | Sell |
716
-194
| -21% | -$17.9K | 0.01% | 778 |
|
2020
Q1 | $44K | Sell |
910
-32
| -3% | -$1.55K | ﹤0.01% | 828 |
|
2019
Q4 | $96K | Buy |
942
+30
| +3% | +$3.06K | 0.01% | 689 |
|
2019
Q3 | $80K | Buy |
912
+218
| +31% | +$19.1K | 0.01% | 737 |
|
2019
Q2 | $63K | Buy |
694
+110
| +19% | +$9.99K | 0.01% | 733 |
|
2019
Q1 | $49K | Sell |
584
-171
| -23% | -$14.3K | 0.01% | 739 |
|
2018
Q4 | $58K | Buy |
755
+3
| +0.4% | +$230 | 0.01% | 649 |
|
2018
Q3 | $76K | Sell |
752
-49
| -6% | -$4.95K | 0.01% | 616 |
|
2018
Q2 | $98K | Sell |
801
-45
| -5% | -$5.51K | 0.01% | 529 |
|
2018
Q1 | $97K | Buy |
846
+50
| +6% | +$5.73K | 0.01% | 536 |
|
2017
Q4 | $99K | Buy |
+796
| New | +$99K | 0.02% | 485 |
|