FinTrust Capital Advisors’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-147
| Closed | -$15K | – | 1283 |
|
|
2022
Q1 | $15K | Hold |
147
| – | – | ﹤0.01% | 824 |
|
|
2021
Q4 | $16K | Sell |
147
-18
| -11% | -$1.96K | ﹤0.01% | 800 |
|
|
2021
Q3 | $20K | Hold |
165
| – | – | 0.01% | 737 |
|
|
2021
Q2 | $23K | Hold |
165
| – | – | 0.01% | 720 |
|
|
2021
Q1 | $22K | Buy |
+165
| New | +$22K | 0.01% | 687 |
|