DBIA
Dumont & Blake Investment Advisors’s Polaris PII Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Hold |
0
| – | – | – | 176 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 172 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 168 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 167 |
|
|
2016
Q3 | – | Sell |
-7,425
| Closed | -$607K | – | 169 |
|
|
2016
Q2 | $607K | Sell |
7,425
-225
| -3% | -$18.4K | 0.3% | 105 |
|
|
2016
Q1 | $753K | Sell |
7,650
-150
| -2% | -$14.8K | 0.39% | 91 |
|
|
2015
Q4 | $670K | Buy |
+7,800
| New | +$670K | 0.34% | 99 |
|