Crew Capital Management’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,812
| Closed | -$219K | – | 87 |
|
|
2023
Q2 | $219K | Hold |
1,812
| – | – | 0.25% | 82 |
|
|
2023
Q1 | $200K | Buy |
+1,812
| New | +$200K | 0.29% | 86 |
|
|
2022
Q1 | – | Sell |
-2,000
| Closed | -$220K | – | 115 |
|
|
2021
Q4 | $220K | Sell |
2,000
-50
| -2% | -$5.5K | 0.19% | 103 |
|
|
2021
Q3 | $245K | Sell |
2,050
-125
| -6% | -$14.9K | 0.23% | 90 |
|
|
2021
Q2 | $298K | Sell |
2,175
-50
| -2% | -$6.85K | 0.28% | 78 |
|
|
2021
Q1 | $297K | Buy |
+2,225
| New | +$297K | 0.3% | 77 |
|