DiNuzzo Private Wealth’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41 | Hold |
1
| – | – | ﹤0.01% | 1342 |
|
|
2025
Q1 | $41 | Sell |
1
-5
| -83% | -$205 | ﹤0.01% | 1339 |
|
|
2024
Q4 | $346 | Hold |
6
| – | – | ﹤0.01% | 1182 |
|
|
2024
Q3 | $500 | Sell |
6
-1
| -14% | -$83 | ﹤0.01% | 1111 |
|
|
2024
Q2 | $549 | Buy |
7
+1
| +17% | +$78 | ﹤0.01% | 1013 |
|
|
2024
Q1 | $601 | Sell |
6
-1
| -14% | -$100 | ﹤0.01% | 917 |
|
|
2023
Q4 | $664 | Buy |
+7
| New | +$664 | ﹤0.01% | 868 |
|