BFEC
Benjamin F. Edwards & Company’s Polaris PII Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $4.95M | Buy |
63,218
+1,691
| +3% | +$132K | 0.09% | 223 |
|
|
2024
Q1 | $6.16M | Buy |
61,527
+2,444
| +4% | +$245K | 0.11% | 193 |
|
|
2023
Q4 | $5.6M | Buy |
59,083
+58,480
| +9,698% | +$5.54M | 0.11% | 188 |
|
|
2023
Q3 | $63K | Hold |
603
| – | – | ﹤0.01% | 1025 |
|
|
2023
Q2 | $73K | Sell |
603
-18
| -3% | -$2.18K | ﹤0.01% | 982 |
|
|
2023
Q1 | $69K | Sell |
621
-124
| -17% | -$13.8K | ﹤0.01% | 1015 |
|
|
2022
Q4 | $75K | Sell |
745
-28
| -4% | -$2.82K | ﹤0.01% | 972 |
|
|
2022
Q3 | $74K | Sell |
773
-217
| -22% | -$20.8K | ﹤0.01% | 954 |
|
|
2022
Q2 | $98K | Buy |
990
+234
| +31% | +$23.2K | ﹤0.01% | 864 |
|
|
2022
Q1 | $80K | Sell |
756
-53
| -7% | -$5.61K | ﹤0.01% | 918 |
|
|
2021
Q4 | $89K | Buy |
809
+52
| +7% | +$5.72K | ﹤0.01% | 908 |
|
|
2021
Q3 | $91K | Buy |
757
+197
| +35% | +$23.7K | ﹤0.01% | 877 |
|
|
2021
Q2 | $77K | Sell |
560
-94
| -14% | -$12.9K | ﹤0.01% | 914 |
|
|
2021
Q1 | $87K | Buy |
654
+57
| +10% | +$7.58K | ﹤0.01% | 870 |
|
|
2020
Q4 | $57K | Sell |
597
-285
| -32% | -$27.2K | ﹤0.01% | 940 |
|
|
2020
Q3 | $83K | Sell |
882
-1,359
| -61% | -$128K | 0.01% | 790 |
|
|
2020
Q2 | $207K | Buy |
2,241
+1,022
| +84% | +$94.4K | 0.02% | 568 |
|
|
2020
Q1 | $59K | Sell |
1,219
-2,393
| -66% | -$116K | 0.01% | 822 |
|
|
2019
Q4 | $367K | Sell |
3,612
-13,140
| -78% | -$1.34M | 0.03% | 455 |
|
|
2019
Q3 | $1.47M | Sell |
16,752
-996
| -6% | -$87.6K | 0.12% | 194 |
|
|
2019
Q2 | $1.62M | Buy |
17,748
+3
| +0% | +$274 | 0.14% | 173 |
|
|
2019
Q1 | $1.5M | Buy |
17,745
+1,221
| +7% | +$103K | 0.14% | 168 |
|
|
2018
Q4 | $1.27M | Buy |
16,524
+4,350
| +36% | +$334K | 0.13% | 174 |
|
|
2018
Q3 | $1.23M | Buy |
12,174
+2,205
| +22% | +$223K | 0.12% | 188 |
|
|
2018
Q2 | $1.22M | Buy |
9,969
+284
| +3% | +$34.7K | 0.12% | 179 |
|
|
2018
Q1 | $1.11M | Sell |
9,685
-380
| -4% | -$43.5K | 0.11% | 184 |
|
|
2017
Q4 | $1.25M | Sell |
10,065
-1,214
| -11% | -$151K | 0.13% | 174 |
|
|
2017
Q3 | $1.18M | Buy |
11,279
+633
| +6% | +$66.2K | 0.14% | 158 |
|
|
2017
Q2 | $982K | Buy |
10,646
+1,449
| +16% | +$134K | 0.13% | 165 |
|
|
2017
Q1 | $771K | Buy |
9,197
+494
| +6% | +$41.4K | 0.11% | 192 |
|
|
2016
Q4 | $717K | Buy |
8,703
+443
| +5% | +$36.5K | 0.12% | 187 |
|
|
2016
Q3 | $640K | Sell |
8,260
-320
| -4% | -$24.8K | 0.11% | 194 |
|
|
2016
Q2 | $701K | Buy |
8,580
+209
| +2% | +$17.1K | 0.14% | 164 |
|
|
2016
Q1 | $824K | Buy |
8,371
+1,978
| +31% | +$195K | 0.17% | 134 |
|
|
2015
Q4 | $550K | Buy |
6,393
+290
| +5% | +$24.9K | 0.12% | 172 |
|
|
2015
Q3 | $732K | Buy |
6,103
+1,186
| +24% | +$142K | 0.16% | 141 |
|
|
2015
Q2 | $728K | Buy |
4,917
+167
| +4% | +$24.7K | 0.15% | 151 |
|
|
2015
Q1 | $670K | Buy |
4,750
+1,547
| +48% | +$218K | 0.14% | 158 |
|
|
2014
Q4 | $484K | Sell |
3,203
-188
| -6% | -$28.4K | 0.11% | 180 |
|
|
2014
Q3 | $508K | Buy |
3,391
+626
| +23% | +$93.8K | 0.13% | 168 |
|
|
2014
Q2 | $360K | Sell |
2,765
-136
| -5% | -$17.7K | 0.09% | 210 |
|
|
2014
Q1 | $405K | Buy |
2,901
+97
| +3% | +$13.5K | 0.11% | 174 |
|
|
2013
Q4 | $408K | Sell |
2,804
-644
| -19% | -$93.7K | 0.14% | 168 |
|
|
2013
Q3 | $445K | Sell |
3,448
-122
| -3% | -$15.7K | 0.16% | 148 |
|
|
2013
Q2 | $339K | Buy |
+3,570
| New | +$339K | 0.14% | 156 |
|