American Portfolios Advisors’s Polaris PII Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | $53.6K | Sell |
560
-262
| -32% | -$25.1K | ﹤0.01% | 1660 |
|
2022
Q2 | $81.6K | Hold |
822
| – | – | ﹤0.01% | 1509 |
|
2022
Q1 | $86.6K | Buy |
822
+3
| +0.4% | +$316 | ﹤0.01% | 1590 |
|
2021
Q4 | $90K | Sell |
819
-21
| -3% | -$2.31K | ﹤0.01% | 1565 |
|
2021
Q3 | $101K | Sell |
840
-135
| -14% | -$16.2K | ﹤0.01% | 1450 |
|
2021
Q2 | $134K | Buy |
975
+163
| +20% | +$22.3K | 0.01% | 1297 |
|
2021
Q1 | $108K | Sell |
812
-20
| -2% | -$2.67K | ﹤0.01% | 1285 |
|
2020
Q4 | $79.3K | Buy |
832
+169
| +25% | +$16.1K | ﹤0.01% | 1245 |
|
2020
Q3 | $62.5K | Sell |
663
-31
| -4% | -$2.93K | ﹤0.01% | 1242 |
|
2020
Q2 | $64.2K | Sell |
694
-3,116
| -82% | -$288K | ﹤0.01% | 1198 |
|
2020
Q1 | $183K | Sell |
3,810
-466
| -11% | -$22.4K | 0.02% | 677 |
|
2019
Q4 | $435K | Sell |
4,276
-381
| -8% | -$38.7K | 0.03% | 471 |
|
2019
Q3 | $410K | Buy |
4,657
+63
| +1% | +$5.55K | 0.03% | 456 |
|
2019
Q2 | $419K | Buy |
4,594
+1,047
| +30% | +$95.5K | 0.04% | 453 |
|
2019
Q1 | $299K | Buy |
3,547
+3,420
| +2,693% | +$289K | 0.03% | 514 |
|
2018
Q4 | $9.74K | Sell |
127
-44
| -26% | -$3.37K | ﹤0.01% | 1639 |
|
2018
Q3 | $17.3K | Hold |
171
| – | – | ﹤0.01% | 1545 |
|
2018
Q2 | $20.9K | Hold |
171
| – | – | ﹤0.01% | 1442 |
|
2018
Q1 | $19.6K | Sell |
171
-38
| -18% | -$4.35K | ﹤0.01% | 1386 |
|
2017
Q4 | $25.9K | Buy |
+209
| New | +$25.9K | ﹤0.01% | 1238 |
|