Cetera Investment Advisers’s Polaris PII Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$666K Buy
2025
Q1
$438K Buy
2024
Q4
$577K Sell
2024
Q3
$967K Buy
2024
Q2
$898K Buy
2024
Q1
$1.08M Buy
2023
Q4
Sell
2023
Q3
$324K Sell
2023
Q2
$388K Sell
2023
Q1
$356K Buy