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Elmwood Wealth Management’s Polaris PII Stock Holding History

Elmwood Wealth Management’s Portfolio PII Stock Details PII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-15
Closed -$1.72K – 316
2020
Q1 		$1.72K Buy
+15
New +$1.72K ﹤0.01% 264
2018
Q3 		– Sell
-15
Closed -$1.83K – 301
2018
Q2 		$1.83K Hold
15
– – ﹤0.01% 260
2018
Q1 		$1.72K Buy
+15
New +$1.72K ﹤0.01% 264