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Broadview Advisors’s Polaris PII Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-78,075
| Closed | -$8.17M | – | 111 |
|
|
2017
Q3 | $8.17M | Sell |
78,075
-8,925
| -10% | -$934K | 1.19% | 32 |
|
|
2017
Q2 | $8.02M | Buy |
87,000
+12,250
| +16% | +$1.13M | 1.19% | 34 |
|
|
2017
Q1 | $6.26M | Buy |
74,750
+550
| +0.7% | +$46.1K | 0.86% | 54 |
|
|
2016
Q4 | $6.11M | Buy |
74,200
+48,600
| +190% | +$4M | 0.82% | 51 |
|
|
2016
Q3 | $1.98M | Buy |
+25,600
| New | +$1.98M | 0.28% | 72 |
|