Carolinas Wealth Consulting’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-84
| Closed | -$9K | – | 938 |
|
|
2022
Q1 | $9K | Hold |
84
| – | – | ﹤0.01% | 623 |
|
|
2021
Q4 | $9K | Buy |
84
+24
| +40% | +$2.57K | ﹤0.01% | 634 |
|
|
2021
Q3 | $7K | Hold |
60
| – | – | ﹤0.01% | 635 |
|
|
2021
Q2 | $8K | Buy |
60
+20
| +50% | +$2.67K | ﹤0.01% | 635 |
|
|
2021
Q1 | $5K | Buy |
+40
| New | +$5K | ﹤0.01% | 720 |
|