Cetera Advisor Networks’s Polaris PII Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $398K | Buy |
3,976
+283
| +8% | +$28.3K | ﹤0.01% | 2078 |
|
|
2023
Q4 | $350K | Sell |
3,693
-511
| -12% | -$48.4K | ﹤0.01% | 2132 |
|
|
2023
Q3 | $438K | Sell |
4,204
-172
| -4% | -$17.9K | ﹤0.01% | 1863 |
|
|
2023
Q2 | $529K | Sell |
4,376
-2,434
| -36% | -$294K | ﹤0.01% | 1670 |
|
|
2023
Q1 | $753K | Sell |
6,810
-382
| -5% | -$42.3K | 0.01% | 1414 |
|
|
2022
Q4 | $726K | Buy |
7,192
+1,166
| +19% | +$118K | 0.01% | 1379 |
|
|
2022
Q3 | $576K | Sell |
6,026
-103
| -2% | -$9.85K | 0.01% | 1196 |
|
|
2022
Q2 | $608K | Buy |
6,129
+2,537
| +71% | +$252K | 0.01% | 1147 |
|
|
2022
Q1 | $378K | Buy |
3,592
+20
| +0.6% | +$2.11K | ﹤0.01% | 1485 |
|
|
2021
Q4 | $393K | Buy |
3,572
+736
| +26% | +$81K | ﹤0.01% | 1432 |
|
|
2021
Q3 | $339K | Buy |
2,836
+306
| +12% | +$36.6K | ﹤0.01% | 1450 |
|
|
2021
Q2 | $347K | Buy |
2,530
+658
| +35% | +$90.2K | ﹤0.01% | 1402 |
|
|
2021
Q1 | $250K | Buy |
+1,872
| New | +$250K | 0.01% | 1248 |
|
|
2020
Q4 | – | Sell |
-2,124
| Closed | -$200K | – | 1380 |
|
|
2020
Q3 | $200K | Buy |
2,124
+634
| +43% | +$59.7K | 0.01% | 1139 |
|
|
2020
Q2 | $138K | Buy |
+1,490
| New | +$138K | ﹤0.01% | 1320 |
|
|
2017
Q4 | – | Sell |
-3,218
| Closed | -$336K | – | 1010 |
|
|
2017
Q3 | $336K | Sell |
3,218
-227
| -7% | -$23.7K | 0.02% | 653 |
|
|
2017
Q2 | $317K | Sell |
3,445
-489
| -12% | -$45K | 0.01% | 687 |
|
|
2017
Q1 | $329K | Sell |
3,934
-724
| -16% | -$60.5K | 0.02% | 658 |
|
|
2016
Q4 | $384K | Sell |
4,658
-3,614
| -44% | -$298K | 0.02% | 571 |
|
|
2016
Q3 | $641K | Buy |
8,272
+3,325
| +67% | +$258K | 0.02% | 510 |
|
|
2016
Q2 | $405K | Buy |
4,947
+200
| +4% | +$16.4K | 0.02% | 517 |
|
|
2016
Q1 | $467K | Buy |
4,747
+425
| +10% | +$41.8K | 0.03% | 453 |
|
|
2015
Q4 | $368K | Sell |
4,322
-491
| -10% | -$41.8K | 0.02% | 530 |
|
|
2015
Q3 | $578K | Sell |
4,813
-617
| -11% | -$74.1K | 0.04% | 386 |
|
|
2015
Q2 | $764K | Hold |
5,430
| – | – | 0.05% | 334 |
|
|
2015
Q1 | $764K | Sell |
5,430
-98
| -2% | -$13.8K | 0.05% | 335 |
|
|
2014
Q4 | $835K | Buy |
5,528
+298
| +6% | +$45K | 0.06% | 308 |
|
|
2014
Q3 | $783K | Sell |
5,230
-310
| -6% | -$46.4K | 0.05% | 332 |
|
|
2014
Q2 | $721K | Buy |
5,540
+45
| +0.8% | +$5.86K | 0.05% | 375 |
|
|
2014
Q1 | $768K | Sell |
5,495
-1,329
| -19% | -$186K | 0.06% | 338 |
|
|
2013
Q4 | $992K | Buy |
6,824
+5
| +0.1% | +$727 | 0.08% | 263 |
|
|
2013
Q3 | $883K | Buy |
6,819
+1,960
| +40% | +$254K | 0.08% | 257 |
|
|
2013
Q2 | $462K | Buy |
+4,859
| New | +$462K | 0.05% | 333 |
|