Cordatus Wealth Management’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,280
| Closed | -$537K | – | 131 |
|
|
2019
Q4 | $537K | Buy |
5,280
+993
| +23% | +$101K | 0.27% | 102 |
|
|
2019
Q3 | $377K | Buy |
4,287
+550
| +15% | +$48.4K | 0.2% | 106 |
|
|
2019
Q2 | $341K | Buy |
3,737
+146
| +4% | +$13.3K | 0.2% | 103 |
|
|
2019
Q1 | $303K | Buy |
3,591
+614
| +21% | +$51.8K | 0.17% | 112 |
|
|
2018
Q4 | $228K | Buy |
+2,977
| New | +$228K | 0.16% | 98 |
|