Benjamin Edwards Inc’s Polaris PII Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-60,575
| Closed | -$3.49M | – | 1142 |
|
|
2024
Q4 | $3.49M | Sell |
60,575
-3,363
| -5% | -$194K | 0.05% | 323 |
|
|
2024
Q3 | $5.32M | Buy |
63,938
+63,225
| +8,867% | +$5.26M | 0.08% | 253 |
|
|
2024
Q2 | $56K | Buy |
713
+2
| +0.3% | +$157 | 0.01% | 484 |
|
|
2024
Q1 | $71K | Sell |
711
-22
| -3% | -$2.2K | 0.01% | 445 |
|
|
2023
Q4 | $69K | Buy |
733
+3
| +0.4% | +$282 | 0.02% | 450 |
|
|
2023
Q3 | $76K | Sell |
730
-22
| -3% | -$2.29K | 0.02% | 418 |
|
|
2023
Q2 | $91K | Sell |
752
-96
| -11% | -$11.6K | 0.02% | 399 |
|
|
2023
Q1 | $94K | Sell |
848
-5
| -0.6% | -$554 | 0.02% | 369 |
|
|
2022
Q4 | $86K | Buy |
853
+30
| +4% | +$3.03K | 0.02% | 371 |
|
|
2022
Q3 | $79K | Buy |
823
+26
| +3% | +$2.5K | 0.02% | 373 |
|
|
2022
Q2 | $79K | Buy |
797
+15
| +2% | +$1.49K | 0.02% | 375 |
|
|
2022
Q1 | $82K | Buy |
782
+26
| +3% | +$2.73K | 0.02% | 394 |
|
|
2021
Q4 | $83K | Buy |
756
+484
| +178% | +$53.1K | 0.03% | 368 |
|
|
2021
Q3 | $33K | Buy |
+272
| New | +$33K | 0.02% | 355 |
|
|
2019
Q2 | – | Sell |
-12
| Closed | -$1K | – | 316 |
|
|
2019
Q1 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 270 |
|