Capital Analysts LLC’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-12
| Closed | -$1K | – | 1418 |
|
|
2024
Q4 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 1276 |
|
|
2014
Q1 | – | Sell |
-10,559
| Closed | -$1.54M | – | 362 |
|
|
2013
Q4 | $1.54M | Buy |
10,559
+996
| +10% | +$145K | 0.42% | 60 |
|
|
2013
Q3 | $1.24M | Sell |
9,563
-1,577
| -14% | -$204K | 0.37% | 63 |
|
|
2013
Q2 | $1.06M | Buy |
+11,140
| New | +$1.06M | 0.33% | 74 |
|