Asset Dedication LLC’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.06K | Hold |
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|
2025
Q1 | $6.1K | Hold |
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|
2024
Q4 | $8.59K | Hold |
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|
2024
Q3 | $12.4K | Hold |
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|
2024
Q2 | $11.7K | Hold |
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|
2024
Q1 | $15K | Hold |
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|
2023
Q4 | $14K | Hold |
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|
2023
Q3 | $16K | Hold |
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|
2023
Q2 | $18K | Hold |
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|
2023
Q1 | $16K | Sell |
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|
2022
Q4 | $19K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $18K | Buy |
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