Avantax Advisory Services’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 | $298K | Buy |
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|
2025
Q1 | $209K | Buy |
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|
2024
Q4 | $255K | Sell |
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|
2024
Q3 | $401K | Sell |
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|
2024
Q2 | $445K | Buy |
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|
2024
Q1 | $377K | Sell |
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|
2023
Q4 | $368K | Sell |
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|
2023
Q3 | $455K | Sell |
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|
2023
Q2 | $529K | Buy |
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|
2023
Q1 | $480K | Sell |
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|
2022
Q4 | $441K | Buy |
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|
2022
Q3 | $417K | Buy |
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|
2022
Q2 | $416K | Buy |
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|
2022
Q1 | $432K | Buy |
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|
2021
Q4 | $387K | Buy |
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|
2021
Q3 | $411K | Sell |
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|
2021
Q2 | $474K | Sell |
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|
2021
Q1 | $567K | Buy |
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|
2020
Q4 | $317K | Sell |
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|
2020
Q3 | $332K | Buy |
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|
2020
Q2 | $248K | Buy |
|