Essex Investment Management’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-765
| Closed | -$84K | – | 414 |
|
|
2021
Q4 | $84K | Sell |
765
-40
| -5% | -$4.39K | 0.01% | 330 |
|
|
2021
Q3 | $96K | Hold |
805
| – | – | 0.01% | 336 |
|
|
2021
Q2 | $110K | Hold |
805
| – | – | 0.01% | 337 |
|
|
2021
Q1 | $107K | Sell |
805
-65
| -7% | -$8.64K | 0.01% | 353 |
|
|
2020
Q4 | $83K | Sell |
870
-22,595
| -96% | -$2.16M | 0.01% | 378 |
|
|
2020
Q3 | $2.21M | Buy |
+23,465
| New | +$2.21M | 0.32% | 100 |
|
|
2014
Q4 | – | Sell |
-1,562
| Closed | -$234K | – | 346 |
|
|
2014
Q3 | $234K | Buy |
+1,562
| New | +$234K | 0.04% | 315 |
|