CIM
Calvert Investment Management’s Polaris PII Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-3,803
| Closed | -$313K | – | 448 |
|
|
2016
Q4 | $313K | Sell |
3,803
-298
| -7% | -$24.5K | 0.01% | 657 |
|
|
2016
Q3 | $318K | Buy |
4,101
+160
| +4% | +$12.4K | 0.01% | 639 |
|
|
2016
Q2 | $322K | Buy |
+3,941
| New | +$322K | 0.01% | 605 |
|
|
2015
Q4 | – | Sell |
-2,437
| Closed | -$292K | – | 733 |
|
|
2015
Q3 | $292K | Buy |
2,437
+98
| +4% | +$11.7K | 0.01% | 483 |
|
|
2015
Q2 | $346K | Sell |
2,339
-285
| -11% | -$42.2K | 0.02% | 456 |
|
|
2015
Q1 | $370K | Buy |
2,624
+226
| +9% | +$31.9K | 0.02% | 435 |
|
|
2014
Q4 | $363K | Buy |
2,398
+174
| +8% | +$26.3K | 0.02% | 414 |
|
|
2014
Q3 | $333K | Buy |
+2,224
| New | +$333K | 0.02% | 413 |
|