DFPG Investments’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $454K | Sell |
5,027
-849
| -14% | -$76.7K | 0.04% | 428 |
|
|
2023
Q3 | $510K | Sell |
5,876
-1,195
| -17% | -$104K | 0.05% | 349 |
|
|
2023
Q2 | $957K | Sell |
7,071
-2,615
| -27% | -$354K | 0.09% | 234 |
|
|
2023
Q1 | $1.07M | Buy |
9,686
+5,838
| +152% | +$646K | 0.12% | 186 |
|
|
2022
Q4 | $408K | Buy |
+3,848
| New | +$408K | 0.07% | 293 |
|