First Heartland Consultants’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,870
| Closed | -$387K | – | 459 |
|
|
2024
Q1 | $387K | Buy |
+3,870
| New | +$387K | 0.04% | 287 |
|
|
2022
Q4 | – | Sell |
-8,571
| Closed | -$819 | – | 388 |
|
|
2022
Q3 | $819 | Sell |
8,571
-1,037
| -11% | -$99 | 0.07% | 143 |
|
|
2022
Q2 | $953K | Buy |
9,608
+1,334
| +16% | +$132K | 0.15% | 119 |
|
|
2022
Q1 | $871K | Buy |
8,274
+891
| +12% | +$93.8K | 0.13% | 133 |
|
|
2021
Q4 | $811 | Buy |
+7,383
| New | +$811 | 0.03% | 138 |
|