Dumont & Blake Investment Advisors’s Polaris PII Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q4
Hold
2017
Q3
Hold
2017
Q2
Hold
2017
Q1
Hold
2016
Q3
Sell
2016
Q2
$607K Sell
2016
Q1
$753K Sell
2015
Q4
$670K Buy