DDD Partners’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-72,785
| Closed | -$7.4M | – | 46 |
|
|
2019
Q4 | $7.4M | Buy |
72,785
+150
| +0.2% | +$15.3K | 2.04% | 22 |
|
|
2019
Q3 | $6.39M | Buy |
72,635
+330
| +0.5% | +$29K | 1.96% | 23 |
|
|
2019
Q2 | $6.6M | Buy |
72,305
+32,165
| +80% | +$2.93M | 2.11% | 25 |
|
|
2019
Q1 | $3.39M | Buy |
40,140
+778
| +2% | +$65.7K | 1.16% | 27 |
|
|
2018
Q4 | $3.02M | Sell |
39,362
-3,498
| -8% | -$268K | 1.13% | 31 |
|
|
2018
Q3 | $4.33M | Buy |
+42,860
| New | +$4.33M | 1.54% | 29 |
|