Crewe Advisors’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3
| Closed | -$173 | – | 742 |
|
|
2024
Q4 | $173 | Buy |
+3
| New | +$173 | ﹤0.01% | 633 |
|
|
2024
Q3 | – | Sell |
-40
| Closed | -$3.13K | – | 924 |
|
|
2024
Q2 | $3.13K | Sell |
40
-58
| -59% | -$4.54K | ﹤0.01% | 852 |
|
|
2024
Q1 | $9.81K | Buy |
98
+58
| +145% | +$5.81K | ﹤0.01% | 621 |
|
|
2023
Q4 | $3.79K | Hold |
40
| – | – | ﹤0.01% | 265 |
|
|
2023
Q3 | $4.17K | Hold |
40
| – | – | ﹤0.01% | 304 |
|
|
2023
Q2 | $4.84K | Sell |
40
-100
| -71% | -$12.1K | ﹤0.01% | 467 |
|
|
2023
Q1 | $15.5K | Hold |
140
| – | – | ﹤0.01% | 477 |
|
|
2022
Q4 | $14.1K | Hold |
140
| – | – | ﹤0.01% | 478 |
|
|
2022
Q3 | $13K | Hold |
140
| – | – | ﹤0.01% | 589 |
|
|
2022
Q2 | $14K | Hold |
140
| – | – | ﹤0.01% | 522 |
|
|
2022
Q1 | $15K | Hold |
140
| – | – | ﹤0.01% | 326 |
|
|
2021
Q4 | $15K | Buy |
+140
| New | +$15K | ﹤0.01% | 290 |
|