Baystate Wealth Management’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-100
| Closed | -$10K | – | 683 |
|
|
2017
Q3 | $10K | Hold |
100
| – | – | ﹤0.01% | 348 |
|
|
2017
Q2 | $9K | Hold |
100
| – | – | ﹤0.01% | 355 |
|
|
2017
Q1 | $8K | Hold |
100
| – | – | ﹤0.01% | 353 |
|
|
2016
Q4 | $8K | Buy |
+100
| New | +$8K | ﹤0.01% | 326 |
|
|
2013
Q3 | – | Sell |
-100
| Closed | -$10K | – | 178 |
|
|
2013
Q2 | $10K | Buy |
+100
| New | +$10K | ﹤0.01% | 189 |
|