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CFM Wealth Partners’s Polaris PII Stock Holding History

CFM Wealth Partners’s Portfolio PII Stock Details PII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-268
Closed -$24K – 379
2020
Q2 		$24K Hold
268
– – 0.01% 348
2020
Q1 		$13K Hold
268
– – 0.01% 412
2019
Q4 		$25K Buy
+268
New +$25K 0.01% 338