Advisory Services Network’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $563K | Sell |
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|
2025
Q2 | $827K | Buy |
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|
2025
Q1 | $310K | Sell |
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|
2024
Q4 | $1.78M | Buy |
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|
2024
Q3 | $2.38M | Hold |
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|
2024
Q2 | $2.38M | Buy |
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|
2024
Q1 | $2.67M | Buy |
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|
2023
Q4 | $2.4M | Buy |
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|
2023
Q3 | $2.54M | Sell |
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|
2023
Q2 | $2.97M | Sell |
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|
2023
Q1 | $2.79M | Buy |
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|
2022
Q4 | $2.45M | Buy |
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|
2022
Q3 | $2.24M | Buy |
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|
2022
Q2 | $2.31M | Buy |
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|
2022
Q1 | $2.22M | Buy |
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|
2021
Q4 | $2.07M | Buy |
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|
2021
Q3 | $2.16M | Buy |
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|
2021
Q2 | $2.4M | Sell |
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|
2021
Q1 | $2.36M | Sell |
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|
2020
Q4 | $1.7M | Buy |
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|
2020
Q3 | $1.6M | Sell |
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|
2020
Q2 | $1.65M | Sell |
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|
2020
Q1 | $892K | Buy |
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|
2019
Q4 | $1.78M | Buy |
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|
2019
Q3 | $1.53M | Hold |
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|
2019
Q2 | $1.53M | Buy |
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|
2019
Q1 | $1.37M | Buy |
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|
2018
Q4 | $1.23M | Buy |
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|
2018
Q3 | $1.58M | Buy |
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|
2018
Q2 | $1.6M | Buy |
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|
2018
Q1 | $1.69M | Buy |
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|
2017
Q4 | $1.71M | Buy |
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|
2017
Q3 | $272K | Sell |
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|
2017
Q2 | $272K | Buy |
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|
2017
Q1 | $231K | Buy |
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|
2016
Q3 | $166K | Sell |
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|
2016
Q2 | $178K | Buy |
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|
2016
Q1 | $146K | Buy |
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|
2015
Q4 | $58K | Sell |
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|
2015
Q3 | $82K | Hold |
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|
2015
Q2 | $101K | Sell |
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|
2015
Q1 | $113K | Buy |
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|
2014
Q4 | $108K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $12K | Buy |
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