Aspiriant Holdings S3’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $534K | Sell |
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|
2015
Q3 | $765K | Buy |
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|
2015
Q2 | $871K | Hold |
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|
2015
Q1 | $830K | Hold |
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|
2014
Q4 | $889K | Buy |
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|
2014
Q3 | $836K | Buy |
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|
2014
Q2 | $593K | Hold |
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|
2014
Q1 | $636K | Hold |
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|
2013
Q4 | $663K | Hold |
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|
2013
Q3 | $588K | Hold |
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|
2013
Q2 | $432K | Buy |
|