Envestnet Portfolio Solutions’s Polaris PII Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $557K | Buy |
+13,706
| New | +$557K | ﹤0.01% | 1046 |
|
|
2024
Q3 | – | Sell |
-2,618
| Closed | -$205K | – | 1728 |
|
|
2024
Q2 | $205K | Buy |
+2,618
| New | +$205K | ﹤0.01% | 1583 |
|
|
2023
Q4 | – | Sell |
-2,710
| Closed | -$282K | – | 1591 |
|
|
2023
Q3 | $282K | Buy |
+2,710
| New | +$282K | ﹤0.01% | 1260 |
|