CVA Family Office’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.71K | Buy |
+42
| New | +$1.71K | ﹤0.01% | 1014 |
|
|
2025
Q1 | – | Sell |
-8
| Closed | -$461 | – | 1446 |
|
|
2024
Q4 | $461 | Buy |
8
+2
| +33% | +$115 | ﹤0.01% | 1254 |
|
|
2024
Q3 | $499 | Buy |
+6
| New | +$499 | ﹤0.01% | 1218 |
|
|
2023
Q3 | – | Sell |
-5
| Closed | -$605 | – | 749 |
|
|
2023
Q2 | $605 | Hold |
5
| – | – | ﹤0.01% | 970 |
|
|
2023
Q1 | $553 | Hold |
5
| – | – | ﹤0.01% | 933 |
|
|
2022
Q4 | $505 | Sell |
5
-95
| -95% | -$9.6K | ﹤0.01% | 900 |
|
|
2022
Q3 | $10K | Hold |
100
| – | – | ﹤0.01% | 628 |
|
|
2022
Q2 | $10K | Sell |
100
-150
| -60% | -$15K | ﹤0.01% | 643 |
|
|
2022
Q1 | $26K | Hold |
250
| – | – | 0.01% | 516 |
|
|
2021
Q4 | $27K | Buy |
+250
| New | +$27K | 0.01% | 477 |
|
|
2021
Q3 | – | Sell |
-250
| Closed | -$34K | – | 744 |
|
|
2021
Q2 | $34K | Hold |
250
| – | – | 0.01% | 421 |
|
|
2021
Q1 | $33K | Buy |
+250
| New | +$33K | 0.01% | 324 |
|