Focus Financial Network’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,681
| Closed | -$256K | – | 501 |
|
|
2022
Q3 | $256K | Sell |
2,681
-71
| -3% | -$6.79K | 0.02% | 397 |
|
|
2022
Q2 | $273K | Buy |
+2,752
| New | +$273K | 0.02% | 404 |
|
|
2020
Q4 | – | Sell |
-2,261
| Closed | -$213K | – | 463 |
|
|
2020
Q3 | $213K | Buy |
2,261
+87
| +4% | +$8.21K | 0.02% | 414 |
|
|
2020
Q2 | $201K | Buy |
+2,174
| New | +$201K | 0.02% | 375 |
|
|
2020
Q1 | – | Sell |
-1,973
| Closed | -$201K | – | 407 |
|
|
2019
Q4 | $201K | Buy |
+1,973
| New | +$201K | 0.02% | 398 |
|