Advisornet Financial’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.47K | Sell |
27
-419
| -94% | -$26.2K | ﹤0.01% | 1954 |
|
|
2025
Q4 | $28.2K | Buy |
446
+9
| +2% | +$593 | ﹤0.01% | 1231 |
|
|
2025
Q3 | $25.4K | Hold |
437
| – | – | ﹤0.01% | 1222 |
|
|
2025
Q2 | $17.8K | Buy |
437
+192
| +78% | +$7.24K | ﹤0.01% | 1311 |
|
|
2025
Q1 | $10K | Buy |
245
+145
| +145% | +$6.9K | ﹤0.01% | 1411 |
|
|
2024
Q4 | $5.76K | Sell |
100
-182
| -65% | -$12.7K | ﹤0.01% | 1451 |
|
|
2024
Q3 | $23.5K | Buy |
282
+112
| +66% | +$9.1K | ﹤0.01% | 1144 |
|
|
2024
Q2 | $13.3K | Sell |
170
-145
| -46% | -$12.3K | ﹤0.01% | 1222 |
|
|
2024
Q1 | $31.5K | Buy |
315
+92
| +41% | +$8.45K | ﹤0.01% | 949 |
|
|
2023
Q4 | $21.1K | Buy |
223
+109
| +96% | +$9.98K | ﹤0.01% | 1058 |
|
|
2023
Q3 | $11.9K | Sell |
114
-2
| -2% | -$238 | ﹤0.01% | 1199 |
|
|
2023
Q2 | $14K | Buy |
116
+50
| +76% | +$5.53K | ﹤0.01% | 1231 |
|
|
2023
Q1 | $7.3K | Buy |
66
+2
| +3% | +$222 | ﹤0.01% | 1389 |
|
|
2022
Q4 | $6.46K | Buy |
64
+12
| +23% | +$1.25K | ﹤0.01% | 1410 |
|
|
2022
Q3 | $5K | Hold |
52
| – | – | ﹤0.01% | 1524 |
|
|
2022
Q2 | $5K | Hold |
52
| – | – | ﹤0.01% | 1514 |
|
|
2022
Q1 | $5K | Hold |
52
| – | – | ﹤0.01% | 1626 |
|
|
2021
Q4 | $6K | Hold |
52
| – | – | ﹤0.01% | 1619 |
|
|
2021
Q3 | $6K | Hold |
52
| – | – | ﹤0.01% | 1589 |
|
|
2021
Q2 | $7K | Sell |
52
-157
| -75% | -$21.3K | ﹤0.01% | 1513 |
|
|
2021
Q1 | $28K | Sell |
209
-229
| -52% | -$27.9K | ﹤0.01% | 1104 |
|
|
2020
Q4 | $42K | Sell |
438
-281
| -39% | -$26.9K | ﹤0.01% | 913 |
|
|
2020
Q3 | $68K | Buy |
719
+3
| +0.4% | +$295 | 0.01% | 776 |
|
|
2020
Q2 | $66K | Sell |
716
-194
| -21% | -$14.8K | 0.01% | 783 |
|
|
2020
Q1 | $44K | Sell |
910
-32
| -3% | -$2.63K | ﹤0.01% | 834 |
|
|
2019
Q4 | $96K | Buy |
942
+30
| +3% | +$2.91K | 0.01% | 691 |
|
|
2019
Q3 | $80K | Buy |
912
+218
| +31% | +$18.9K | 0.01% | 741 |
|
|
2019
Q2 | $63K | Buy |
694
+110
| +19% | +$10K | 0.01% | 737 |
|
|
2019
Q1 | $49K | Sell |
584
-171
| -23% | -$14.5K | 0.01% | 739 |
|
|
2018
Q4 | $58K | Buy |
755
+3
| +0.4% | +$270 | 0.01% | 649 |
|
|
2018
Q3 | $76K | Sell |
752
-49
| -6% | -$5.47K | 0.01% | 616 |
|
|
2018
Q2 | $98K | Sell |
801
-45
| -5% | -$5.26K | 0.01% | 529 |
|
|
2018
Q1 | $97K | Buy |
846
+50
| +6% | +$6.01K | 0.01% | 536 |
|
|
2017
Q4 | $99K | Buy |
+796
| New | +$94.5K | 0.02% | 485 |
|
Other funds holding PII
VPM
VCM
