Cetera Investment Advisers’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $666K | Buy |
16,376
+5,675
| +53% | +$231K | ﹤0.01% | 2733 |
|
|
2025
Q1 | $438K | Buy |
10,701
+689
| +7% | +$28.2K | ﹤0.01% | 2948 |
|
|
2024
Q4 | $577K | Sell |
10,012
-1,608
| -14% | -$92.7K | ﹤0.01% | 2570 |
|
|
2024
Q3 | $967K | Buy |
11,620
+147
| +1% | +$12.2K | ﹤0.01% | 2149 |
|
|
2024
Q2 | $898K | Buy |
11,473
+652
| +6% | +$51.1K | ﹤0.01% | 2153 |
|
|
2024
Q1 | $1.08M | Buy |
+10,821
| New | +$1.08M | ﹤0.01% | 2009 |
|
|
2023
Q4 | – | Sell |
-3,111
| Closed | -$324K | – | 2296 |
|
|
2023
Q3 | $324K | Sell |
3,111
-96
| -3% | -$10K | ﹤0.01% | 1667 |
|
|
2023
Q2 | $388K | Sell |
3,207
-6
| -0.2% | -$726 | ﹤0.01% | 1590 |
|
|
2023
Q1 | $356K | Buy |
+3,213
| New | +$356K | ﹤0.01% | 1616 |
|