Crewe Advisors’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $173 | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $3.13K | Sell |
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|
2024
Q1 | $9.81K | Buy |
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|
2023
Q4 | $3.79K | Hold |
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|
2023
Q3 | $4.17K | Hold |
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|
2023
Q2 | $4.84K | Sell |
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|
2023
Q1 | $15.5K | Hold |
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|
2022
Q4 | $14.1K | Hold |
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|
2022
Q3 | $13K | Hold |
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|
2022
Q2 | $14K | Hold |
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|
2022
Q1 | $15K | Hold |
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|
2021
Q4 | $15K | Buy |
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