Corient Private Wealth’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $365K | Buy |
8,963
+1,909
| +27% | +$77.7K | ﹤0.01% | 1971 |
|
|
2025
Q1 | $289K | Buy |
7,054
+2,943
| +72% | +$120K | ﹤0.01% | 1873 |
|
|
2024
Q4 | $237K | Sell |
4,111
-8,658
| -68% | -$499K | ﹤0.01% | 2021 |
|
|
2024
Q3 | $1.06M | Sell |
12,769
-1,401
| -10% | -$117K | ﹤0.01% | 1351 |
|
|
2024
Q2 | $1.11M | Buy |
14,170
+763
| +6% | +$59.8K | ﹤0.01% | 1283 |
|
|
2024
Q1 | $1.34M | Sell |
13,407
-294
| -2% | -$29.4K | ﹤0.01% | 1208 |
|
|
2023
Q4 | $1.3M | Sell |
13,701
-1,504
| -10% | -$143K | ﹤0.01% | 1182 |
|
|
2023
Q3 | $1.58M | Sell |
15,205
-639
| -4% | -$66.5K | ﹤0.01% | 1000 |
|
|
2023
Q2 | $1.92M | Sell |
15,844
-1,885
| -11% | -$228K | ﹤0.01% | 913 |
|
|
2023
Q1 | $1.96M | Sell |
17,729
-763
| -4% | -$84.4K | 0.01% | 843 |
|
|
2022
Q4 | $1.87M | Buy |
+18,492
| New | +$1.87M | 0.01% | 721 |
|