Asset Dedication LLC’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.06K | Hold |
149
| – | – | ﹤0.01% | 892 |
|
|
2025
Q1 | $6.1K | Hold |
149
| – | – | ﹤0.01% | 828 |
|
|
2024
Q4 | $8.59K | Hold |
149
| – | – | ﹤0.01% | 781 |
|
|
2024
Q3 | $12.4K | Hold |
149
| – | – | ﹤0.01% | 774 |
|
|
2024
Q2 | $11.7K | Hold |
149
| – | – | ﹤0.01% | 787 |
|
|
2024
Q1 | $15K | Hold |
149
| – | – | ﹤0.01% | 631 |
|
|
2023
Q4 | $14K | Hold |
149
| – | – | ﹤0.01% | 631 |
|
|
2023
Q3 | $16K | Hold |
149
| – | – | ﹤0.01% | 607 |
|
|
2023
Q2 | $18K | Hold |
149
| – | – | ﹤0.01% | 578 |
|
|
2023
Q1 | $16K | Sell |
149
-42
| -22% | -$4.51K | ﹤0.01% | 594 |
|
|
2022
Q4 | $19K | Buy |
+191
| New | +$19K | ﹤0.01% | 563 |
|
|
2016
Q1 | – | Sell |
-205
| Closed | -$18K | – | 581 |
|
|
2015
Q4 | $18K | Buy |
+205
| New | +$18K | 0.01% | 331 |
|