Blue Trust Inc’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14K | Buy |
28
+13
| +87% | +$528 | ﹤0.01% | 2230 |
|
|
2025
Q1 | $614 | Hold |
15
| – | – | ﹤0.01% | 2340 |
|
|
2024
Q4 | $864 | Sell |
15
-390
| -96% | -$22.5K | ﹤0.01% | 2293 |
|
|
2024
Q3 | $31.7K | Buy |
405
+389
| +2,431% | +$30.5K | ﹤0.01% | 1760 |
|
|
2024
Q2 | $1.6K | Buy |
+16
| New | +$1.6K | ﹤0.01% | 2477 |
|
|
2024
Q1 | – | Sell |
-693
| Closed | -$72K | – | 2593 |
|
|
2023
Q4 | $72K | Buy |
693
+643
| +1,286% | +$66.8K | ﹤0.01% | 810 |
|
|
2023
Q3 | $6K | Hold |
50
| – | – | ﹤0.01% | 1595 |
|
|
2023
Q2 | $6K | Hold |
50
| – | – | ﹤0.01% | 1481 |
|
|
2023
Q1 | $5K | Sell |
50
-5
| -9% | -$500 | ﹤0.01% | 1799 |
|
|
2022
Q4 | $5K | Buy |
55
+47
| +588% | +$4.27K | ﹤0.01% | 1744 |
|
|
2022
Q3 | $0 | Buy |
+8
| New | – | ﹤0.01% | 2262 |
|