Edgestream Partners’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $1.15M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $2.39M | Buy |
|
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|
2024
Q1 | $971K | Sell |
|
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|
2023
Q4 | $4.19M | Buy |
|
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|
2023
Q3 | $1.57M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $540K | Sell |
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|
2022
Q4 | $1.24M | Buy |
|
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $382K | Sell |
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|
2021
Q3 | $4M | Buy |
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|
2021
Q2 | $1.16M | Sell |
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|
2021
Q1 | $4.27M | Sell |
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|
2020
Q4 | $9.36M | Buy |
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|
2020
Q3 | $6.21M | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $307K | Buy |
|