CAPTRUST Financial Advisors’s Plantronics, Inc. POLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,301
| Closed | -$171K | – | 4604 |
|
|
2022
Q2 | $171K | Buy |
4,301
+16
| +0.4% | +$636 | ﹤0.01% | 1814 |
|
|
2022
Q1 | $169K | Buy |
4,285
+988
| +30% | +$39K | ﹤0.01% | 1846 |
|
|
2021
Q4 | $97K | Sell |
3,297
-25
| -0.8% | -$736 | ﹤0.01% | 2193 |
|
|
2021
Q3 | $85K | Sell |
3,322
-82
| -2% | -$2.1K | ﹤0.01% | 2202 |
|
|
2021
Q2 | $142K | Buy |
3,404
+45
| +1% | +$1.88K | ﹤0.01% | 1768 |
|
|
2021
Q1 | $131K | Buy |
3,359
+3,289
| +4,699% | +$128K | ﹤0.01% | 1774 |
|
|
2020
Q4 | $2K | Buy |
+70
| New | +$2K | ﹤0.01% | 3188 |
|