D.J. St. Germain’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.71K | Buy |
165
+100
| +154% | +$4.07K | ﹤0.01% | 704 |
|
|
2025
Q1 | $2.66K | Hold |
65
| – | – | ﹤0.01% | 710 |
|
|
2024
Q4 | $3.75K | Hold |
65
| – | – | ﹤0.01% | 686 |
|
|
2024
Q3 | $5.41K | Hold |
65
| – | – | ﹤0.01% | 605 |
|
|
2024
Q2 | $5.09K | Hold |
65
| – | – | ﹤0.01% | 612 |
|
|
2024
Q1 | $6.51K | Hold |
65
| – | – | ﹤0.01% | 586 |
|
|
2023
Q4 | $6.16K | Hold |
65
| – | – | ﹤0.01% | 597 |
|
|
2023
Q3 | $6.77K | Hold |
65
| – | – | ﹤0.01% | 560 |
|
|
2023
Q2 | $7.86K | Buy |
+65
| New | +$7.86K | ﹤0.01% | 554 |
|
|
2017
Q4 | – | Sell |
-152,330
| Closed | -$15.9M | – | 152 |
|
|
2017
Q3 | $15.9M | Sell |
152,330
-727
| -0.5% | -$76.1K | 2% | 19 |
|
|
2017
Q2 | $14.1M | Buy |
153,057
+1,587
| +1% | +$146K | 1.89% | 19 |
|
|
2017
Q1 | $12.7M | Buy |
151,470
+790
| +0.5% | +$66.2K | 1.77% | 23 |
|
|
2016
Q4 | $12.4M | Buy |
150,680
+2,700
| +2% | +$222K | 1.68% | 26 |
|
|
2016
Q3 | $11.5M | Buy |
147,980
+71,160
| +93% | +$5.51M | 1.6% | 26 |
|
|
2016
Q2 | $6.28M | Buy |
76,820
+67,385
| +714% | +$5.51M | 0.88% | 39 |
|
|
2016
Q1 | $929K | Buy |
+9,435
| New | +$929K | 0.13% | 78 |
|