Chicago Partners Investment Group’s Polaris PII Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$244K Buy
2018
Q4
Sell
2018
Q3
$2K Buy
2018
Q1
Sell
2017
Q4
$1.91M Hold
2017
Q3
$1.61M Buy
2017
Q2
$18K Sell
2017
Q1
$1.29M Hold
2016
Q4
$1.27M Hold
2016
Q3
$1.19M Hold
2016
Q2
$1.26M Hold
2016
Q1
$1.52M Hold
2015
Q4
$1.32M Hold
2015
Q3
$1.84M Hold
2015
Q2
$2.28M Sell
2015
Q1
$3.23M Sell
2014
Q4
$3.47M Buy