Capital Investment Advisory Services’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,430
| Closed | -$341K | – | 846 |
|
|
2022
Q2 | $341K | Buy |
3,430
+150
| +5% | +$14.9K | 0.04% | 336 |
|
|
2022
Q1 | $345K | Sell |
3,280
-200
| -6% | -$21K | 0.04% | 360 |
|
|
2021
Q4 | $382K | Hold |
3,480
| – | – | 0.05% | 328 |
|
|
2021
Q3 | $416K | Buy |
3,480
+415
| +14% | +$49.6K | 0.05% | 296 |
|
|
2021
Q2 | $420K | Buy |
+3,065
| New | +$420K | 0.05% | 307 |
|
|
2019
Q1 | – | Sell |
-59
| Closed | -$5K | – | 1257 |
|
|
2018
Q4 | $5K | Buy |
+59
| New | +$5K | ﹤0.01% | 940 |
|