Boston Private Bank & Trust’s Polaris PII Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q1 | $58K | Buy |
412
+78
| +23% | +$11K | ﹤0.01% | 539 |
|
2014
Q4 | $51K | Sell |
334
-21
| -6% | -$3.21K | ﹤0.01% | 573 |
|
2014
Q3 | $53K | Buy |
355
+45
| +15% | +$6.72K | ﹤0.01% | 572 |
|
2014
Q2 | $40K | Hold |
310
| – | – | ﹤0.01% | 612 |
|
2014
Q1 | $43K | Buy |
310
+210
| +210% | +$29.1K | ﹤0.01% | 615 |
|
2013
Q4 | $15K | Buy |
+100
| New | +$15K | ﹤0.01% | 789 |
|