Cetera Advisors’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $506K | Buy |
+5,051
| New | +$506K | ﹤0.01% | 1592 |
|
|
2021
Q2 | – | Sell |
-1,678
| Closed | -$224K | – | 1340 |
|
|
2021
Q1 | $224K | Buy |
+1,678
| New | +$224K | 0.01% | 1094 |
|
|
2015
Q4 | – | Sell |
-2,232
| Closed | -$268K | – | 750 |
|
|
2015
Q3 | $268K | Sell |
2,232
-741
| -25% | -$89K | 0.03% | 524 |
|
|
2015
Q2 | $438K | Sell |
2,973
-21
| -0.7% | -$3.09K | 0.04% | 414 |
|
|
2015
Q1 | $421K | Buy |
2,994
+933
| +45% | +$131K | 0.04% | 425 |
|
|
2014
Q4 | $312K | Buy |
2,061
+5
| +0.2% | +$757 | 0.03% | 474 |
|
|
2014
Q3 | $304K | Sell |
2,056
-1,253
| -38% | -$185K | 0.02% | 440 |
|
|
2014
Q2 | $432K | Sell |
3,309
-30
| -0.9% | -$3.92K | 0.05% | 376 |
|
|
2014
Q1 | $467K | Buy |
3,339
+7
| +0.2% | +$979 | 0.06% | 323 |
|
|
2013
Q4 | $486K | Buy |
3,332
+1,115
| +50% | +$163K | 0.07% | 289 |
|
|
2013
Q3 | $286K | Buy |
+2,217
| New | +$286K | 0.05% | 336 |
|