Cerity Partners’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.54M | Sell |
|
|||||
|
2025
Q2 | $3.98M | Buy |
|
|||||
|
2025
Q1 | $2.17M | Buy |
|
|||||
|
2024
Q4 | $3.43M | Buy |
|
|||||
|
2024
Q3 | $3.46M | Buy |
|
|||||
|
2024
Q2 | $2.92M | Sell |
|
|||||
|
2024
Q1 | $5.65M | Buy |
|
|||||
|
2023
Q4 | $260K | Sell |
|
|||||
|
2023
Q3 | $638K | Buy |
|
|||||
|
2023
Q2 | $568K | Buy |
|
|||||
|
2023
Q1 | $363K | Buy |
|
|||||
|
2022
Q4 | $218K | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $210K | Buy |
|