Bell Investment Advisors’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.23K | Buy |
104
+59
| +131% | +$2.4K | ﹤0.01% | 1067 |
|
|
2025
Q1 | $1.84K | Buy |
45
+24
| +114% | +$983 | ﹤0.01% | 1332 |
|
|
2024
Q4 | $1.21K | Hold |
21
| – | – | ﹤0.01% | 1524 |
|
|
2024
Q3 | $1.75K | Sell |
21
-6
| -22% | -$500 | ﹤0.01% | 1403 |
|
|
2024
Q2 | $2.12K | Buy |
27
+6
| +29% | +$470 | ﹤0.01% | 1326 |
|
|
2024
Q1 | $2.1K | Hold |
21
| – | – | ﹤0.01% | 1339 |
|
|
2023
Q4 | $1.99K | Hold |
21
| – | – | ﹤0.01% | 1329 |
|
|
2023
Q3 | $2.19K | Hold |
21
| – | – | ﹤0.01% | 1224 |
|
|
2023
Q2 | $2.54K | Hold |
21
| – | – | ﹤0.01% | 1178 |
|
|
2023
Q1 | $2.32K | Hold |
21
| – | – | ﹤0.01% | 1181 |
|
|
2022
Q4 | $2.12K | Sell |
21
-5
| -19% | -$505 | ﹤0.01% | 1261 |
|
|
2022
Q3 | $2K | Hold |
26
| – | – | ﹤0.01% | 1186 |
|
|
2022
Q2 | $3K | Buy |
+26
| New | +$3K | ﹤0.01% | 999 |
|
|
2021
Q4 | $2K | Hold |
21
| – | – | ﹤0.01% | 1202 |
|
|
2021
Q3 | $3K | Buy |
+21
| New | +$3K | ﹤0.01% | 956 |
|