Covestor’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8K | Buy |
206
+2
| +1% | +$78 | ﹤0.01% | 1680 |
|
|
2025
Q1 | $8K | Sell |
204
-30
| -13% | -$1.18K | 0.01% | 1634 |
|
|
2024
Q4 | $13K | Buy |
234
+11
| +5% | +$611 | 0.01% | 1395 |
|
|
2024
Q3 | $19K | Buy |
223
+131
| +142% | +$11.2K | 0.01% | 1236 |
|
|
2024
Q2 | $7K | Hold |
92
| – | – | ﹤0.01% | 1722 |
|
|
2024
Q1 | $9K | Sell |
92
-108
| -54% | -$10.6K | 0.01% | 1661 |
|
|
2023
Q4 | $19K | Buy |
200
+40
| +25% | +$3.8K | 0.01% | 1220 |
|
|
2023
Q3 | $16K | Buy |
160
+1
| +0.6% | +$100 | 0.01% | 1201 |
|
|
2023
Q2 | $19K | Buy |
159
+66
| +71% | +$7.89K | 0.01% | 1163 |
|
|
2023
Q1 | $10K | Hold |
93
| – | – | 0.01% | 1323 |
|
|
2022
Q4 | $9K | Sell |
93
-4
| -4% | -$387 | 0.01% | 1377 |
|
|
2022
Q3 | $9K | Sell |
97
-1,185
| -92% | -$110K | 0.01% | 1315 |
|
|
2022
Q2 | $127K | Buy |
1,282
+67
| +6% | +$6.64K | 0.1% | 276 |
|
|
2022
Q1 | $128K | Buy |
1,215
+631
| +108% | +$66.5K | 0.09% | 356 |
|
|
2021
Q4 | $64K | Buy |
+584
| New | +$64K | 0.09% | 394 |
|