Clear Perspective Advisors’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-17
| Closed | -$2K | – | 360 |
|
|
2018
Q2 | $2K | Hold |
17
| – | – | ﹤0.01% | 470 |
|
|
2018
Q1 | $2K | Hold |
17
| – | – | ﹤0.01% | 465 |
|
|
2017
Q4 | $2K | Hold |
17
| – | – | ﹤0.01% | 437 |
|
|
2017
Q3 | $2K | Sell |
17
-365
| -96% | -$42.9K | ﹤0.01% | 437 |
|
|
2017
Q2 | $35K | Hold |
382
| – | – | 0.03% | 252 |
|
|
2017
Q1 | $32K | Hold |
382
| – | – | 0.02% | 248 |
|
|
2016
Q4 | $31K | Buy |
+382
| New | +$31K | 0.02% | 243 |
|