BFSG LLC’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-30
| Closed | -$1.23K | – | 697 |
|
|
2025
Q1 | $1.23K | Sell |
30
-20
| -40% | -$819 | ﹤0.01% | 624 |
|
|
2024
Q4 | $2.88K | Buy |
+50
| New | +$2.88K | ﹤0.01% | 593 |
|
|
2022
Q2 | – | Sell |
-2,023
| Closed | -$213K | – | 209 |
|
|
2022
Q1 | $213K | Sell |
2,023
-78
| -4% | -$8.21K | 0.03% | 187 |
|
|
2021
Q4 | $231K | Buy |
+2,101
| New | +$231K | 0.03% | 205 |
|