Cornerstone Planning Group’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $423 | Buy |
+8
| New | +$423 | ﹤0.01% | 1346 |
|
|
2025
Q1 | – | Sell |
-5
| Closed | -$283 | – | 1653 |
|
|
2024
Q4 | $283 | Buy |
+5
| New | +$283 | ﹤0.01% | 1295 |
|
|
2024
Q1 | – | Sell |
-11
| Closed | -$1.04K | – | 1172 |
|
|
2023
Q4 | $1.04K | Hold |
11
| – | – | ﹤0.01% | 712 |
|
|
2023
Q3 | $1.15K | Hold |
11
| – | – | ﹤0.01% | 763 |
|
|
2023
Q2 | $1.33K | Buy |
+11
| New | +$1.33K | ﹤0.01% | 1285 |
|
|
2022
Q4 | $1.33K | Buy |
+13
| New | +$1.33K | ﹤0.01% | 1292 |
|