Bernicke Wealth Management’s Polaris PII Stock Holding History

Bernicke Wealth Management’s Portfolio PII Stock Details PII Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell
2017 Q1	$301K	Sell
2016 Q4	$557K	Sell
2016 Q3	$530K	Sell
2016 Q2	$562K	Buy
2016 Q1	$666K	Buy
2015 Q4	$530K	Buy
2015 Q3	$728K	Sell
2015 Q2	$923K	Buy
2015 Q1	$775K	Buy