Aptus Capital Advisors’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,327
| Closed | -$249K | – | 1478 |
|
|
2024
Q4 | $249K | Buy |
4,327
+1,099
| +34% | +$63.3K | ﹤0.01% | 816 |
|
|
2024
Q3 | $269K | Sell |
3,228
-53
| -2% | -$4.41K | ﹤0.01% | 685 |
|
|
2024
Q2 | $257K | Sell |
3,281
-1,200
| -27% | -$94K | ﹤0.01% | 655 |
|
|
2024
Q1 | $449K | Buy |
4,481
+1,106
| +33% | +$111K | 0.01% | 533 |
|
|
2023
Q4 | $320K | Buy |
3,375
+126
| +4% | +$11.9K | 0.01% | 453 |
|
|
2023
Q3 | $338K | Buy |
+3,249
| New | +$338K | 0.01% | 446 |
|