Consolidated Planning Corp’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,070
| Closed | -$235K | – | 211 |
|
|
2024
Q4 | $235K | Buy |
+4,070
| New | +$235K | 0.03% | 187 |
|
|
2024
Q3 | – | Sell |
-2,631
| Closed | -$206K | – | 214 |
|
|
2024
Q2 | $206K | Buy |
+2,631
| New | +$206K | 0.03% | 181 |
|
|
2021
Q4 | – | Sell |
-2
| Closed | – | – | 345 |
|
|
2021
Q3 | $0 | Buy |
+2
| New | – | ﹤0.01% | 481 |
|