Beacon Pointe Advisors’s Polaris PII Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-8,432
| Closed | -$660K | – | 1259 |
|
|
2024
Q2 | $660K | Sell |
8,432
-192
| -2% | -$15K | 0.01% | 772 |
|
|
2024
Q1 | $863K | Sell |
8,624
-89
| -1% | -$8.91K | 0.01% | 734 |
|
|
2023
Q4 | $826K | Buy |
8,713
+49
| +0.6% | +$4.64K | 0.01% | 723 |
|
|
2023
Q3 | $902K | Buy |
8,664
+198
| +2% | +$20.6K | 0.01% | 662 |
|
|
2023
Q2 | $1.02M | Sell |
8,466
-138
| -2% | -$16.7K | 0.02% | 516 |
|
|
2023
Q1 | $952K | Buy |
8,604
+6
| +0.1% | +$664 | 0.02% | 559 |
|
|
2022
Q4 | $868K | Buy |
+8,598
| New | +$868K | 0.02% | 538 |
|
|
2019
Q2 | – | Sell |
-8,400
| Closed | -$709K | – | 214 |
|
|
2019
Q1 | $709K | Buy |
+8,400
| New | +$709K | 0.27% | 92 |
|