Advisors Asset Management’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $146K | Sell |
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|
2024
Q1 | $195K | Buy |
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|
2023
Q4 | $185K | Sell |
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|
2023
Q3 | $211K | Buy |
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|
2023
Q2 | $172K | Sell |
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|
2023
Q1 | $190K | Sell |
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|
2022
Q4 | $497K | Sell |
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|
2022
Q3 | $776K | Sell |
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|
2022
Q2 | $1.19M | Sell |
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|
2022
Q1 | $1.47M | Sell |
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|
2021
Q4 | $1.58M | Buy |
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|
2021
Q3 | $1.29M | Buy |
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|
2021
Q2 | $1.11M | Buy |
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|
2021
Q1 | $522K | Buy |
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|
2020
Q4 | $179K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $0 | Hold |
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|
2019
Q4 | $1K | Sell |
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|
2019
Q3 | $56K | Sell |
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|
2019
Q2 | $110K | Sell |
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|
2019
Q1 | $176K | Sell |
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|
2018
Q4 | $173K | Buy |
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|
2018
Q3 | $207K | Buy |
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|
2018
Q2 | $154K | Sell |
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|
2018
Q1 | $755K | Sell |
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|
2017
Q4 | $1M | Sell |
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|
2017
Q3 | $958K | Sell |
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|
2017
Q2 | $939K | Buy |
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|
2017
Q1 | $758K | Buy |
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|
2016
Q4 | $471K | Buy |
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|
2016
Q3 | $356K | Sell |
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|
2016
Q2 | $526K | Sell |
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|
2016
Q1 | $867K | Sell |
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|
2015
Q4 | $1.07M | Sell |
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|
2015
Q3 | $2.69M | Sell |
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|
2015
Q2 | $3.99M | Sell |
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|
2015
Q1 | $3.91M | Sell |
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|
2014
Q4 | $6.47M | Sell |
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|
2014
Q3 | $7.02M | Sell |
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|
2014
Q2 | $6.59M | Sell |
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|
2014
Q1 | $7.41M | Buy |
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|
2013
Q4 | $6.67M | Buy |
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|
2013
Q3 | $4.67M | Buy |
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|
2013
Q2 | $2.86M | Buy |
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