AssetMark Inc’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 | $77.3K | Buy |
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|
2025
Q1 | $24.4K | Buy |
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|
2024
Q4 | $403 | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $104 | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $2K | Buy |
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|
2021
Q3 | $2K | Sell |
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|
2021
Q2 | $4K | Buy |
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|
2021
Q1 | $2K | Sell |
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|
2020
Q4 | $6K | Sell |
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|
2020
Q3 | $7K | Buy |
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|
2020
Q2 | $4K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $0 | Sell |
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|
2018
Q4 | $10K | Sell |
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|
2018
Q3 | $17K | Sell |
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|
2018
Q2 | $21K | Sell |
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|
2018
Q1 | $133K | Buy |
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|
2017
Q4 | $134K | Buy |
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|
2017
Q3 | $9K | Sell |
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|
2017
Q2 | $10K | Buy |
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|
2017
Q1 | $9K | Buy |
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|
2016
Q4 | $5K | Sell |
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|
2016
Q3 | $12K | Sell |
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|
2016
Q2 | $192K | Sell |
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|
2016
Q1 | $247K | Sell |
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|
2015
Q4 | $662K | Buy |
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|
2015
Q3 | $891K | Sell |
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|
2015
Q2 | $2.4M | Sell |
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|
2015
Q1 | $2.35M | Sell |
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|
2014
Q4 | $3.09M | Sell |
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|
2014
Q3 | $3.21M | Buy |
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|
2014
Q2 | $2.62M | Sell |
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|
2014
Q1 | $3.84M | Sell |
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|
2013
Q4 | $4.28M | Sell |
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|
2013
Q3 | $4.14M | Buy |
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