First Personal Financial Services’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $84 | Buy |
+1
| New | +$84 | ﹤0.01% | 552 |
|
|
2018
Q2 | – | Sell |
-283
| Closed | -$32K | – | 869 |
|
|
2018
Q1 | $32K | Sell |
283
-289
| -51% | -$32.7K | 0.01% | 534 |
|
|
2017
Q4 | $71K | Buy |
572
+30
| +6% | +$3.72K | 0.01% | 402 |
|
|
2017
Q3 | $57K | Hold |
542
| – | – | 0.01% | 399 |
|
|
2017
Q2 | $50K | Buy |
542
+10
| +2% | +$923 | 0.01% | 420 |
|
|
2017
Q1 | $45K | Hold |
532
| – | – | 0.01% | 415 |
|
|
2016
Q4 | $44K | Buy |
532
+12
| +2% | +$992 | 0.01% | 401 |
|
|
2016
Q3 | $40K | Buy |
520
+25
| +5% | +$1.92K | 0.01% | 317 |
|
|
2016
Q2 | $40K | Buy |
+495
| New | +$40K | 0.01% | 310 |
|