Creative Financial Designs’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.56K | Sell |
63
-5
| -7% | -$203 | ﹤0.01% | 1644 |
|
|
2025
Q1 | $2.78K | Buy |
68
+5
| +8% | +$205 | ﹤0.01% | 1615 |
|
|
2024
Q4 | $3.63K | Hold |
63
| – | – | ﹤0.01% | 1488 |
|
|
2024
Q3 | $5.24K | Buy |
+63
| New | +$5.24K | ﹤0.01% | 1365 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 591 |
|
|
2019
Q4 | – | Sell |
-93
| Closed | -$8K | – | 613 |
|
|
2019
Q3 | $8K | Buy |
93
+1
| +1% | +$86 | ﹤0.01% | 431 |
|
|
2019
Q2 | $8K | Sell |
92
-3
| -3% | -$261 | ﹤0.01% | 423 |
|
|
2019
Q1 | $8K | Sell |
95
-104
| -52% | -$8.76K | ﹤0.01% | 408 |
|
|
2018
Q4 | $15K | Buy |
199
+1
| +0.5% | +$75 | 0.01% | 314 |
|
|
2018
Q3 | $20K | Buy |
198
+1
| +0.5% | +$101 | 0.01% | 335 |
|
|
2018
Q2 | $24K | Hold |
197
| – | – | 0.01% | 335 |
|
|
2018
Q1 | $23K | Buy |
197
+1
| +0.5% | +$117 | 0.01% | 310 |
|
|
2017
Q4 | $24K | Buy |
196
+31
| +19% | +$3.8K | 0.02% | 289 |
|
|
2017
Q3 | $17K | Hold |
165
| – | – | 0.01% | 357 |
|
|
2017
Q2 | $15K | Hold |
165
| – | – | 0.01% | 362 |
|
|
2017
Q1 | $14K | Buy |
165
+9
| +6% | +$764 | 0.01% | 366 |
|
|
2016
Q4 | $13K | Buy |
+156
| New | +$13K | 0.01% | 373 |
|