Cutter & Co Brokerage’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,174
| Closed | -$351K | – | 219 |
|
|
2023
Q1 | $351K | Buy |
3,174
+154
| +5% | +$17K | 0.11% | 130 |
|
|
2022
Q4 | $305K | Buy |
3,020
+5
| +0.2% | +$505 | 0.1% | 146 |
|
|
2022
Q3 | $288K | Sell |
3,015
-66
| -2% | -$6.3K | 0.11% | 150 |
|
|
2022
Q2 | $306K | Buy |
3,081
+24
| +0.8% | +$2.38K | 0.1% | 162 |
|
|
2022
Q1 | $322K | Buy |
3,057
+81
| +3% | +$8.53K | 0.1% | 159 |
|
|
2021
Q4 | $327K | Buy |
+2,976
| New | +$327K | 0.09% | 176 |
|