Fort Washington Investment Advisors’s Polaris PII Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-5,931
| Closed | -$652K | – | 526 |
|
2021
Q4 | $652K | Hold |
5,931
| – | – | ﹤0.01% | 365 |
|
2021
Q3 | $710K | Hold |
5,931
| – | – | ﹤0.01% | 349 |
|
2021
Q2 | $812K | Hold |
5,931
| – | – | 0.01% | 342 |
|
2021
Q1 | $792K | Hold |
5,931
| – | – | 0.01% | 333 |
|
2020
Q4 | $565K | Buy |
+5,931
| New | +$565K | 0.01% | 364 |
|
2020
Q3 | – | Sell |
-7,604
| Closed | -$704K | – | 513 |
|
2020
Q2 | $704K | Buy |
+7,604
| New | +$704K | 0.01% | 347 |
|
2015
Q4 | – | Sell |
-8,915
| Closed | -$1.07M | – | 421 |
|
2015
Q3 | $1.07M | Buy |
8,915
+625
| +8% | +$74.9K | 0.02% | 275 |
|
2015
Q2 | $1.23M | Sell |
8,290
-100
| -1% | -$14.8K | 0.02% | 245 |
|
2015
Q1 | $1.18M | Sell |
8,390
-4,065
| -33% | -$574K | 0.02% | 253 |
|
2014
Q4 | $1.88M | Buy |
+12,455
| New | +$1.88M | 0.04% | 211 |
|