Cornerstone Planning Group’s Polaris PII Stock Holding History

Cornerstone Planning Group’s Portfolio PII Stock Details PII Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$4.71K	Buy
2025 Q2	$423	Buy
2025 Q1	–	Sell
2024 Q4	$283	Buy
2024 Q1	–	Sell
2023 Q4	$1.04K	Hold
2023 Q3	$1.15K	Hold
2023 Q2	$1.33K	Buy
2022 Q4	$1.33K	Buy