Fiduciary Trust International of Pennsylvania’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $956K | Sell |
19,860
-150
| -0.7% | -$7.22K | 0.04% | 215 |
|
|
2019
Q4 | $2.04M | Sell |
20,010
-125
| -0.6% | -$12.7K | 0.08% | 168 |
|
|
2019
Q3 | $1.77M | Hold |
20,135
| – | – | 0.07% | 192 |
|
|
2019
Q2 | $1.84M | Hold |
20,135
| – | – | 0.08% | 188 |
|
|
2019
Q1 | $1.7M | Sell |
20,135
-525
| -3% | -$44.3K | 0.07% | 172 |
|
|
2018
Q4 | $1.58M | Sell |
20,660
-9,195
| -31% | -$705K | 0.08% | 161 |
|
|
2018
Q3 | $3.01M | Buy |
29,855
+425
| +1% | +$42.9K | 0.13% | 155 |
|
|
2018
Q2 | $3.6M | Buy |
29,430
+3,890
| +15% | +$475K | 0.16% | 130 |
|
|
2018
Q1 | $2.93M | Buy |
25,540
+445
| +2% | +$51K | 0.14% | 163 |
|
|
2017
Q4 | $3.11M | Buy |
25,095
+525
| +2% | +$65.1K | 0.14% | 158 |
|
|
2017
Q3 | $2.57M | Buy |
+24,570
| New | +$2.57M | 0.12% | 152 |
|
|
2015
Q1 | – | Sell |
-29,790
| Closed | -$4.51M | – | 356 |
|
|
2014
Q4 | $4.51M | Buy |
+29,790
| New | +$4.51M | 0.3% | 94 |
|