Aspiriant LLC’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-2,529
| Closed | -$265K | – | 148 |
|
|
2017
Q3 | $265K | Sell |
2,529
-3,411
| -57% | -$357K | 0.02% | 175 |
|
|
2017
Q2 | $548K | Sell |
5,940
-2,200
| -27% | -$203K | 0.05% | 140 |
|
|
2017
Q1 | $682K | Sell |
8,140
-375
| -4% | -$31.4K | 0.06% | 133 |
|
|
2016
Q4 | $702K | Buy |
8,515
+2,755
| +48% | +$227K | 0.06% | 123 |
|
|
2016
Q3 | $446K | Sell |
5,760
-120
| -2% | -$9.29K | 0.04% | 144 |
|
|
2016
Q2 | $871K | Buy |
5,880
+120
| +2% | +$17.8K | 0.08% | 110 |
|
|
2016
Q1 | $567K | Buy |
+5,760
| New | +$567K | 0.05% | 128 |
|