Camarda Financial Advisors’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-15,802
| Closed | -$1.58M | – | 88 |
|
|
2024
Q1 | $1.58M | Buy |
15,802
+846
| +6% | +$84.7K | 0.64% | 52 |
|
|
2023
Q4 | $1.42M | Buy |
14,956
+1,951
| +15% | +$185K | 0.61% | 51 |
|
|
2023
Q3 | $1.35M | Buy |
+13,005
| New | +$1.35M | 0.87% | 44 |
|
|
2019
Q3 | – | Sell |
-189
| Closed | -$17K | – | 355 |
|
|
2019
Q2 | $17K | Hold |
189
| – | – | 0.03% | 129 |
|
|
2019
Q1 | $16K | Hold |
189
| – | – | 0.03% | 156 |
|
|
2018
Q4 | $14K | Hold |
189
| – | – | 0.02% | 131 |
|
|
2018
Q3 | $19K | Hold |
189
| – | – | 0.02% | 150 |
|
|
2018
Q2 | $23K | Hold |
189
| – | – | 0.02% | 146 |
|
|
2018
Q1 | $22K | Hold |
189
| – | – | 0.02% | 130 |
|
|
2017
Q4 | $23K | Hold |
189
| – | – | 0.03% | 135 |
|
|
2017
Q3 | $20K | Hold |
189
| – | – | 0.02% | 152 |
|
|
2017
Q2 | $17K | Buy |
+189
| New | +$17K | 0.02% | 159 |
|
|
2015
Q1 | – | Sell |
-197
| Closed | -$30K | – | 275 |
|
|
2014
Q4 | $30K | Sell |
197
-62
| -24% | -$9.44K | 0.02% | 164 |
|
|
2014
Q3 | $39K | Buy |
+259
| New | +$39K | 0.03% | 127 |
|