Affiance Financial’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $230K | Buy |
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|
2023
Q1 | $209K | Buy |
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|
2022
Q4 | $190K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $203K | Buy |
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|
2021
Q3 | $219K | Buy |
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|
2021
Q2 | $250K | Sell |
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|
2021
Q1 | $253K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $200K | Sell |
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|
2019
Q3 | $233K | Buy |
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|
2019
Q2 | $240K | Sell |
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|
2019
Q1 | $239K | Buy |
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|
2018
Q4 | $216K | Sell |
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|
2018
Q3 | $329K | Buy |
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|
2018
Q2 | $398K | Buy |
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|
2018
Q1 | $372K | Sell |
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|
2017
Q4 | $477K | Sell |
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|
2017
Q3 | $543K | Sell |
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|
2017
Q2 | $496K | Buy |
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|
2017
Q1 | $450K | Buy |
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|
2016
Q4 | $442K | Buy |
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|
2016
Q3 | $400K | Buy |
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|
2016
Q2 | $422K | Buy |
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|
2016
Q1 | $507K | Buy |
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|
2015
Q4 | $442K | Buy |
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|
2015
Q3 | $302K | Sell |
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|
2015
Q2 | $387K | Hold |
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|
2015
Q1 | $369K | Buy |
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|
2014
Q4 | $393K | Buy |
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