Carroll Financial Associates’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $2K | Hold |
20
| – | – | ﹤0.01% | 1493 |
|
|
2021
Q3 | $2K | Hold |
20
| – | – | ﹤0.01% | 1570 |
|
|
2021
Q2 | $2K | Hold |
20
| – | – | ﹤0.01% | 1578 |
|
|
2021
Q1 | $2K | Hold |
20
| – | – | ﹤0.01% | 1514 |
|
|
2020
Q4 | $1K | Sell |
20
-1
| -5% | -$50 | ﹤0.01% | 1474 |
|
|
2020
Q3 | $1K | Hold |
21
| – | – | ﹤0.01% | 1432 |
|
|
2020
Q2 | $1K | Hold |
21
| – | – | ﹤0.01% | 1450 |
|
|
2020
Q1 | $1K | Hold |
21
| – | – | ﹤0.01% | 1388 |
|
|
2019
Q4 | $2K | Hold |
21
| – | – | ﹤0.01% | 1389 |
|
|
2019
Q3 | $1K | Hold |
21
| – | – | ﹤0.01% | 1440 |
|
|
2019
Q2 | $1K | Buy |
21
+20
| +2,000% | +$952 | ﹤0.01% | 1494 |
|
|
2019
Q1 | $0 | Sell |
1
-7
| -88% | – | ﹤0.01% | 1462 |
|
|
2018
Q4 | $0 | Hold |
8
| – | – | ﹤0.01% | 1369 |
|
|
2018
Q3 | $0 | Buy |
+8
| New | – | ﹤0.01% | 1346 |
|
|
2018
Q1 | – | Sell |
-22
| Closed | -$2K | – | 1317 |
|
|
2017
Q4 | $2K | Hold |
22
| – | – | ﹤0.01% | 1135 |
|
|
2017
Q3 | $2K | Buy |
+22
| New | +$2K | ﹤0.01% | 1110 |
|
|
2015
Q3 | – | Sell |
-23
| Closed | -$3K | – | 1163 |
|
|
2015
Q2 | $3K | Buy |
23
+15
| +188% | +$1.96K | ﹤0.01% | 940 |
|
|
2015
Q1 | $1K | Hold |
8
| – | – | ﹤0.01% | 782 |
|
|
2014
Q4 | $1K | Sell |
8
-26
| -76% | -$3.25K | ﹤0.01% | 699 |
|
|
2014
Q3 | $5K | Sell |
34
-17
| -33% | -$2.5K | ﹤0.01% | 665 |
|
|
2014
Q2 | $7K | Buy |
51
+30
| +143% | +$4.12K | ﹤0.01% | 655 |
|
|
2014
Q1 | $3K | Buy |
+21
| New | +$3K | ﹤0.01% | 725 |
|