Arkadios Wealth Advisors’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $250K | Buy |
+6,146
| New | +$250K | 0.01% | 1093 |
|
|
2021
Q4 | – | Sell |
-1,133
| Closed | -$135K | – | 1429 |
|
|
2021
Q3 | $135K | Buy |
1,133
+376
| +50% | +$44.8K | 0.02% | 606 |
|
|
2021
Q2 | $103K | Buy |
757
+238
| +46% | +$32.4K | 0.01% | 715 |
|
|
2021
Q1 | $69K | Buy |
519
+268
| +107% | +$35.6K | 0.01% | 609 |
|
|
2020
Q4 | $23K | Buy |
+251
| New | +$23K | ﹤0.01% | 720 |
|