Commonwealth Equity Services’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $657K | Sell |
12,049
-445
| -4% | -$27.9K | ﹤0.01% | 2961 |
|
|
2025
Q4 | $790K | Sell |
12,494
-8,633
| -41% | -$568K | ﹤0.01% | 2780 |
|
|
2025
Q3 | $1.23M | Sell |
21,127
-7,671
| -27% | -$414K | ﹤0.01% | 2429 |
|
|
2025
Q2 | $1.17M | Buy |
28,798
+3,304
| +13% | +$125K | ﹤0.01% | 2433 |
|
|
2025
Q1 | $1.04M | Buy |
25,494
+590
| +2% | +$28.1K | ﹤0.01% | 2422 |
|
|
2024
Q4 | $1.44M | Buy |
24,904
+341
| +1% | +$23.7K | ﹤0.01% | 2123 |
|
|
2024
Q3 | $2.04M | Sell |
24,563
-3,394
| -12% | -$276K | ﹤0.01% | 1800 |
|
|
2024
Q2 | $2.19M | Buy |
27,957
+5,320
| +24% | +$451K | ﹤0.01% | 1726 |
|
|
2024
Q1 | $2.27M | Buy |
22,637
+1,774
| +9% | +$163K | ﹤0.01% | 1698 |
|
|
2023
Q4 | $1.98M | Sell |
20,863
-911
| -4% | -$83.5K | ﹤0.01% | 1708 |
|
|
2023
Q3 | $2.27M | Sell |
21,774
-664
| -3% | -$78.9K | ﹤0.01% | 1525 |
|
|
2023
Q2 | $2.71M | Buy |
22,438
+255
| +1% | +$28.2K | 0.01% | 1422 |
|
|
2023
Q1 | $2.45K | Buy |
22,183
+996
| +5% | +$110K | 0.01% | 1435 |
|
|
2022
Q4 | $2.14M | Sell |
21,187
-489
| -2% | -$50.9K | 0.01% | 1453 |
|
|
2022
Q3 | $2.07M | Sell |
21,676
-926
| -4% | -$104K | 0.01% | 1395 |
|
|
2022
Q2 | $2.24M | Sell |
22,602
-710
| -3% | -$73.5K | 0.01% | 1362 |
|
|
2022
Q1 | $2.46M | Sell |
23,312
-313
| -1% | -$35.7K | 0.01% | 1379 |
|
|
2021
Q4 | $2.6M | Buy |
23,625
+926
| +4% | +$109K | 0.01% | 1318 |
|
|
2021
Q3 | $2.72M | Buy |
22,699
+830
| +4% | +$105K | 0.01% | 1239 |
|
|
2021
Q2 | $3M | Buy |
21,869
+751
| +4% | +$102K | 0.01% | 1162 |
|
|
2021
Q1 | $2.82M | Buy |
21,118
+669
| +3% | +$81.5K | 0.01% | 1101 |
|
|
2020
Q4 | $1.95M | Sell |
20,449
-1
| -0% | -$96 | 0.01% | 1248 |
|
|
2020
Q3 | $1.93M | Buy |
20,450
+1,844
| +10% | +$182K | 0.01% | 1119 |
|
|
2020
Q2 | $1.72M | Sell |
18,606
-7,534
| -29% | -$574K | 0.01% | 1107 |
|
|
2020
Q1 | $1.26M | Buy |
26,140
+3,189
| +14% | +$262K | 0.01% | 1140 |
|
|
2019
Q4 | $2.33M | Buy |
22,951
+6,051
| +36% | +$587K | 0.01% | 950 |
|
|
2019
Q3 | $1.49M | Buy |
16,900
+32
| +0.2% | +$2.77K | 0.01% | 1130 |
|
|
2019
Q2 | $1.54M | Buy |
16,868
+826
| +5% | +$75.2K | 0.01% | 1106 |
|
|
2019
Q1 | $1.35M | Buy |
16,042
+2,027
| +14% | +$172K | 0.01% | 1115 |
|
|
2018
Q4 | $1.07M | Sell |
14,015
-4,000
| -22% | -$359K | 0.01% | 1161 |
|
|
2018
Q3 | $1.82M | Sell |
18,015
-22
| -0.1% | -$2.46K | 0.01% | 972 |
|
|
2018
Q2 | $2.2M | Buy |
18,037
+4,221
| +31% | +$494K | 0.01% | 855 |
|
|
2018
Q1 | $1.58M | Buy |
13,816
+2,311
| +20% | +$278K | 0.01% | 1005 |
|
|
2017
Q4 | $1.43M | Buy |
11,505
+1,496
| +15% | +$178K | 0.01% | 1030 |
|
|
2017
Q3 | $1.05M | Buy |
10,009
+1,069
| +12% | +$101K | 0.01% | 1163 |
|
|
2017
Q2 | $825K | Sell |
8,940
-473
| -5% | -$40.6K | 0.01% | 1249 |
|
|
2017
Q1 | $789K | Buy |
9,413
+872
| +10% | +$75.1K | 0.01% | 1243 |
|
|
2016
Q4 | $704K | Sell |
8,541
-727
| -8% | -$59.3K | 0.01% | 1215 |
|
|
2016
Q3 | $718K | Sell |
9,268
-1,206
| -12% | -$105K | 0.01% | 1170 |
|
|
2016
Q2 | $856K | Buy |
10,474
+646
| +7% | +$57.3K | 0.01% | 1062 |
|
|
2016
Q1 | $968K | Buy |
9,828
+1,811
| +23% | +$157K | 0.01% | 957 |
|
|
2015
Q4 | $689K | Buy |
8,017
+2,233
| +39% | +$237K | 0.01% | 1119 |
|
|
2015
Q3 | $693K | Sell |
5,784
-209
| -3% | -$28.4K | 0.01% | 1071 |
|
|
2015
Q2 | $888K | Sell |
5,993
-1,411
| -19% | -$203K | 0.01% | 1022 |
|
|
2015
Q1 | $1.04M | Sell |
7,404
-168
| -2% | -$24.8K | 0.01% | 924 |
|
|
2014
Q4 | $1.15M | Buy |
7,572
+227
| +3% | +$34K | 0.01% | 833 |
|
|
2014
Q3 | $1.1M | Buy |
7,345
+2,633
| +56% | +$381K | 0.01% | 823 |
|
|
2014
Q2 | $614K | Buy |
4,712
+65
| +1% | +$8.61K | 0.01% | 1119 |
|
|
2014
Q1 | $649K | Buy |
4,647
+249
| +6% | +$33.6K | 0.01% | 1039 |
|
|
2013
Q4 | $640K | Buy |
4,398
+1,023
| +30% | +$137K | 0.01% | 1008 |
|
|
2013
Q3 | $436K | Sell |
3,375
-864
| -20% | -$97K | 0.01% | 1159 |
|
|
2013
Q2 | $403K | Buy |
+4,239
| New | +$384K | 0.01% | 1134 |
|
Other funds holding PII
VPM
VCM
