Avantax Advisory Services’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $298K | Buy |
7,323
+2,206
| +43% | +$89.7K | ﹤0.01% | 1914 |
|
|
2025
Q1 | $209K | Buy |
5,117
+688
| +16% | +$28.2K | ﹤0.01% | 2075 |
|
|
2024
Q4 | $255K | Sell |
4,429
-393
| -8% | -$22.6K | ﹤0.01% | 1895 |
|
|
2024
Q3 | $401K | Sell |
4,822
-864
| -15% | -$71.9K | ﹤0.01% | 1557 |
|
|
2024
Q2 | $445K | Buy |
5,686
+1,924
| +51% | +$151K | ﹤0.01% | 1435 |
|
|
2024
Q1 | $377K | Sell |
3,762
-117
| -3% | -$11.7K | ﹤0.01% | 1175 |
|
|
2023
Q4 | $368K | Sell |
3,879
-490
| -11% | -$46.4K | ﹤0.01% | 1133 |
|
|
2023
Q3 | $455K | Sell |
4,369
-4
| -0.1% | -$417 | 0.01% | 986 |
|
|
2023
Q2 | $529K | Buy |
4,373
+33
| +0.8% | +$3.99K | 0.01% | 925 |
|
|
2023
Q1 | $480K | Sell |
4,340
-24
| -0.5% | -$2.66K | 0.01% | 933 |
|
|
2022
Q4 | $441K | Buy |
4,364
+4
| +0.1% | +$404 | 0.01% | 924 |
|
|
2022
Q3 | $417K | Buy |
4,360
+167
| +4% | +$16K | 0.01% | 861 |
|
|
2022
Q2 | $416K | Buy |
4,193
+81
| +2% | +$8.04K | 0.01% | 852 |
|
|
2022
Q1 | $432K | Buy |
4,112
+589
| +17% | +$61.9K | 0.01% | 846 |
|
|
2021
Q4 | $387K | Buy |
3,523
+104
| +3% | +$11.4K | 0.01% | 855 |
|
|
2021
Q3 | $411K | Sell |
3,419
-38
| -1% | -$4.57K | 0.01% | 792 |
|
|
2021
Q2 | $474K | Sell |
3,457
-806
| -19% | -$111K | 0.01% | 724 |
|
|
2021
Q1 | $567K | Buy |
4,263
+928
| +28% | +$123K | 0.01% | 588 |
|
|
2020
Q4 | $317K | Sell |
3,335
-184
| -5% | -$17.5K | 0.01% | 700 |
|
|
2020
Q3 | $332K | Buy |
3,519
+837
| +31% | +$79K | 0.01% | 977 |
|
|
2020
Q2 | $248K | Buy |
+2,682
| New | +$248K | 0.01% | 710 |
|