Clark Financial Services Group’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,379
| Closed | -$320K | – | 67 |
|
|
2023
Q4 | $320K | Sell |
3,379
-6
| -0.2% | -$568 | 0.41% | 37 |
|
|
2023
Q3 | $353K | Sell |
3,385
-58
| -2% | -$6.04K | 0.48% | 34 |
|
|
2023
Q2 | $416K | Buy |
3,443
+19
| +0.6% | +$2.3K | 0.56% | 28 |
|
|
2023
Q1 | $379K | Sell |
3,424
-3
| -0.1% | -$332 | 0.56% | 30 |
|
|
2022
Q4 | $346K | Buy |
3,427
+36
| +1% | +$3.64K | 0.4% | 33 |
|
|
2022
Q3 | $324K | Buy |
+3,391
| New | +$324K | 0.34% | 39 |
|
|
2022
Q1 | $350K | Sell |
3,319
-79
| -2% | -$8.33K | 0.26% | 47 |
|
|
2021
Q4 | $373K | Buy |
3,398
+10
| +0.3% | +$1.1K | 0.25% | 50 |
|
|
2021
Q3 | $405K | Buy |
3,388
+23
| +0.7% | +$2.75K | 0.31% | 45 |
|
|
2021
Q2 | $461K | Buy |
+3,365
| New | +$461K | 0.36% | 40 |
|
|
2020
Q2 | $334K | Buy |
+3,365
| New | +$334K | 0.52% | 39 |
|