Arax Advisory Partners’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.95K | Sell |
54
-3,293
| -98% | -$206K | ﹤0.01% | 2986 |
|
|
2025
Q4 | $212K | Sell |
3,347
-37,187
| -92% | -$2.45M | 0.01% | 1016 |
|
|
2025
Q3 | $2.36M | Buy |
40,534
+40,202
| +12,109% | +$2.17M | 0.03% | 423 |
|
|
2025
Q2 | $26.2K | Sell |
332
-102
| -24% | -$3.84K | ﹤0.01% | 1539 |
|
|
2025
Q1 | $17.8K | Sell |
434
-1,598
| -79% | -$76.1K | ﹤0.01% | 1352 |
|
|
2024
Q4 | $117K | Buy |
2,032
+1,640
| +418% | +$114K | 0.01% | 632 |
|
|
2024
Q3 | $32.6K | Buy |
392
+201
| +105% | +$16.3K | ﹤0.01% | 886 |
|
|
2024
Q2 | $15K | Buy |
191
+147
| +334% | +$12.5K | ﹤0.01% | 1081 |
|
|
2024
Q1 | $4.36K | Buy |
44
+1
| +2% | +$92 | ﹤0.01% | 933 |
|
|
2023
Q4 | $4.1K | Hold |
43
| – | – | ﹤0.01% | 919 |
|
|
2023
Q3 | $4.47K | Hold |
43
| – | – | ﹤0.01% | 898 |
|
|
2023
Q2 | $5.2K | Hold |
43
| – | – | ﹤0.01% | 857 |
|
|
2023
Q1 | $4.73K | Buy |
43
+1
| +2% | +$111 | ﹤0.01% | 866 |
|
|
2022
Q4 | $4.29K | Hold |
42
| – | – | ﹤0.01% | 830 |
|
|
2022
Q3 | $4K | Hold |
42
| – | – | ﹤0.01% | 867 |
|
|
2022
Q2 | $4K | Hold |
42
| – | – | ﹤0.01% | 843 |
|
|
2022
Q1 | $4K | Buy |
42
+1
| +2% | +$114 | ﹤0.01% | 841 |
|
|
2021
Q4 | $5K | Hold |
41
| – | – | ﹤0.01% | 772 |
|
|
2021
Q3 | $5K | Buy |
+41
| New | +$5.21K | ﹤0.01% | 759 |
|
|
2018
Q3 | – | Sell |
-13
| Closed | -$1K | – | 700 |
|
|
2018
Q2 | $1K | Hold |
13
| – | – | ﹤0.01% | 475 |
|
|
2018
Q1 | $1K | Hold |
13
| – | – | ﹤0.01% | 465 |
|
|
2017
Q4 | $1K | Hold |
13
| – | – | ﹤0.01% | 449 |
|
|
2017
Q3 | $1K | Hold |
13
| – | – | ﹤0.01% | 448 |
|
|
2017
Q2 | $1K | Hold |
13
| – | – | ﹤0.01% | 492 |
|
|
2017
Q1 | $1K | Hold |
13
| – | – | ﹤0.01% | 510 |
|
|
2016
Q4 | $1K | Buy |
+13
| New | +$1.06K | ﹤0.01% | 528 |
|
Other funds holding PII
VPM
VCM