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Capital Asset Advisory Services’s Polaris PII Stock Holding History

Capital Asset Advisory Services’s Portfolio PII Stock Details PII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-5
Closed -$1K – 1276
2020
Q4 		$1K Buy
+5
New +$478 ﹤0.01% 1535

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Capital Asset Advisory Services's PII Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Polaris (PII) in Q1 2021, closing a stake of 5 shares — an estimated $1K sold.

Capital Asset Advisory Services first reported a position in PII in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 504 funds tracked by Wall St. Rank hold PII as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining Polaris position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 5 Polaris shares in Q1 2021, an estimated $1K.
  • Capital Asset Advisory Services first reported a position in Polaris in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's Polaris position peaked at $1K in Q4 2020.
  • 504 funds tracked by Wall St. Rank held Polaris as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.