Aptus Capital Advisors’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
$215K Buy
2025
Q1
Sell
2024
Q4
$249K Buy
2024
Q3
$269K Sell
2024
Q2
$257K Sell
2024
Q1
$449K Buy
2023
Q4
$320K Buy
2023
Q3
$338K Buy