Ashton Thomas Private Wealth’s Polaris PII Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-1,147
| Closed | -$89.8K | – | 1486 |
|
2024
Q2 | $89.8K | Buy |
+1,147
| New | +$89.8K | ﹤0.01% | 775 |
|
2020
Q1 | – | Sell |
-3,357
| Closed | -$341K | – | 236 |
|
2019
Q4 | $341K | Buy |
3,357
+274
| +9% | +$27.9K | 0.11% | 174 |
|
2019
Q3 | $271K | Buy |
3,083
+251
| +9% | +$22.1K | 0.11% | 160 |
|
2019
Q2 | $258K | Buy |
2,832
+367
| +15% | +$33.5K | 0.1% | 163 |
|
2019
Q1 | $208K | Buy |
+2,465
| New | +$208K | 0.09% | 181 |
|