Capital Insight Partners’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,203
| Closed | -$542K | – | 167 |
|
|
2023
Q3 | $542K | Sell |
5,203
-144
| -3% | -$15K | 0.12% | 108 |
|
|
2023
Q2 | $647K | Sell |
5,347
-3,589
| -40% | -$434K | 0.14% | 102 |
|
|
2023
Q1 | $989K | Sell |
8,936
-4,444
| -33% | -$492K | 0.23% | 95 |
|
|
2022
Q4 | $1.35M | Sell |
13,380
-7,014
| -34% | -$708K | 0.35% | 76 |
|
|
2022
Q3 | $1.95M | Sell |
20,394
-327
| -2% | -$31.3K | 0.53% | 67 |
|
|
2022
Q2 | $2.06M | Sell |
20,721
-205
| -1% | -$20.4K | 0.48% | 68 |
|
|
2022
Q1 | $2.2M | Buy |
+20,926
| New | +$2.2M | 0.45% | 75 |
|