Disciplined Investments’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-9
| Closed | -$1.09K | – | 1157 |
|
|
2023
Q2 | $1.09K | Sell |
9
-2
| -18% | -$242 | ﹤0.01% | 928 |
|
|
2023
Q1 | $1.22K | Buy |
11
+1
| +10% | +$111 | ﹤0.01% | 874 |
|
|
2022
Q4 | $1.01K | Sell |
10
-3
| -23% | -$303 | ﹤0.01% | 901 |
|
|
2022
Q3 | $1K | Hold |
13
| – | – | ﹤0.01% | 1033 |
|
|
2022
Q2 | $1K | Sell |
13
-395
| -97% | -$30.4K | ﹤0.01% | 1061 |
|
|
2022
Q1 | $43K | Buy |
+408
| New | +$43K | 0.02% | 244 |
|