Financial Perspectives’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $380 | Hold |
9
| – | – | ﹤0.01% | 685 |
|
|
2025
Q1 | $376 | Hold |
9
| – | – | ﹤0.01% | 687 |
|
|
2024
Q4 | $521 | Hold |
9
| – | – | ﹤0.01% | 677 |
|
|
2024
Q3 | $745 | Hold |
9
| – | – | ﹤0.01% | 631 |
|
|
2024
Q2 | $696 | Hold |
9
| – | – | ﹤0.01% | 628 |
|
|
2024
Q1 | $882 | Hold |
9
| – | – | ﹤0.01% | 612 |
|
|
2023
Q4 | $829 | Hold |
9
| – | – | ﹤0.01% | 638 |
|
|
2023
Q3 | $904 | Hold |
9
| – | – | ﹤0.01% | 640 |
|
|
2023
Q2 | $1.04K | Hold |
9
| – | – | ﹤0.01% | 616 |
|
|
2023
Q1 | $949 | Hold |
9
| – | – | ﹤0.01% | 621 |
|
|
2022
Q4 | $862 | Buy |
9
+1
| +13% | +$96 | ﹤0.01% | 626 |
|
|
2022
Q3 | $811 | Hold |
8
| – | – | ﹤0.01% | 633 |
|
|
2022
Q2 | $837 | Hold |
8
| – | – | ﹤0.01% | 637 |
|
|
2022
Q1 | $882 | Hold |
8
| – | – | ﹤0.01% | 640 |
|
|
2021
Q4 | $915 | Hold |
8
| – | – | ﹤0.01% | 609 |
|
|
2021
Q3 | $991 | Hold |
8
| – | – | ﹤0.01% | 617 |
|
|
2021
Q2 | $1.13K | Sell |
8
-1,086
| -99% | -$153K | ﹤0.01% | 630 |
|
|
2021
Q1 | $8K | Buy |
1,094
+1,086
| +13,575% | +$7.94K | ﹤0.01% | 612 |
|
|
2020
Q4 | $777 | Hold |
8
| – | – | ﹤0.01% | 575 |
|
|
2020
Q3 | $765 | Hold |
8
| – | – | ﹤0.01% | 536 |
|
|
2020
Q2 | $745 | Hold |
8
| – | – | ﹤0.01% | 524 |
|
|
2020
Q1 | $385 | Hold |
8
| – | – | ﹤0.01% | 507 |
|
|
2019
Q4 | $814 | Buy |
+8
| New | +$814 | ﹤0.01% | 489 |
|