Avior Wealth Management’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-24
| Closed | -$1.38K | – | 1890 |
|
|
2024
Q4 | $1.38K | Buy |
+24
| New | +$1.38K | ﹤0.01% | 2169 |
|
|
2024
Q2 | – | Sell |
-710
| Closed | -$71.1K | – | 3317 |
|
|
2024
Q1 | $71.1K | Buy |
+710
| New | +$71.1K | ﹤0.01% | 1092 |
|
|
2023
Q4 | – | Sell |
-33
| Closed | -$3.44K | – | 1643 |
|
|
2023
Q3 | $3.44K | Hold |
33
| – | – | ﹤0.01% | 1300 |
|
|
2023
Q2 | $3.99K | Hold |
33
| – | – | ﹤0.01% | 1241 |
|
|
2023
Q1 | $3.65K | Sell |
33
-67
| -67% | -$7.41K | ﹤0.01% | 1288 |
|
|
2022
Q4 | $10.1K | Hold |
100
| – | – | ﹤0.01% | 845 |
|
|
2022
Q3 | $9K | Buy |
+100
| New | +$9K | ﹤0.01% | 868 |
|
|
2020
Q2 | – | Sell |
-2,041
| Closed | -$98K | – | 973 |
|
|
2020
Q1 | $98K | Hold |
2,041
| – | – | 0.02% | 417 |
|
|
2019
Q4 | $207K | Hold |
2,041
| – | – | 0.03% | 368 |
|
|
2019
Q3 | $179K | Sell |
2,041
-509
| -20% | -$44.6K | 0.03% | 370 |
|
|
2019
Q2 | $233K | Buy |
2,550
+487
| +24% | +$44.5K | 0.04% | 339 |
|
|
2019
Q1 | $174K | Buy |
+2,063
| New | +$174K | 0.04% | 360 |
|