Ethic Inc’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $414K | Buy |
+10,105
| New | +$414K | 0.01% | 883 |
|
|
2024
Q4 | – | Sell |
-2,110
| Closed | -$211K | – | 1208 |
|
|
2024
Q3 | $211K | Buy |
+2,110
| New | +$211K | 0.01% | 992 |
|
|
2024
Q2 | – | Sell |
-2,110
| Closed | -$211K | – | 1165 |
|
|
2024
Q1 | $211K | Buy |
+2,110
| New | +$211K | 0.01% | 991 |
|
|
2023
Q4 | – | Sell |
-2,525
| Closed | -$263K | – | 1089 |
|
|
2023
Q3 | $263K | Sell |
2,525
-2,005
| -44% | -$209K | 0.01% | 848 |
|
|
2023
Q2 | $548K | Buy |
4,530
+559
| +14% | +$67.6K | 0.02% | 623 |
|
|
2023
Q1 | $439K | Buy |
3,971
+1,385
| +54% | +$153K | 0.02% | 683 |
|
|
2022
Q4 | $261K | Sell |
2,586
-4,184
| -62% | -$423K | 0.01% | 759 |
|
|
2022
Q3 | $648K | Buy |
6,770
+379
| +6% | +$36.3K | 0.04% | 428 |
|
|
2022
Q2 | $634K | Buy |
6,391
+3,606
| +129% | +$358K | 0.04% | 414 |
|
|
2022
Q1 | $293K | Buy |
+2,785
| New | +$293K | 0.02% | 612 |
|