Fortem Financial Group’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-300
| Closed | -$29K | – | 367 |
|
|
2020
Q4 | $29K | Buy |
+300
| New | +$29K | 0.02% | 286 |
|
|
2020
Q1 | – | Sell |
-2,600
| Closed | -$264K | – | 141 |
|
|
2019
Q4 | $264K | Hold |
2,600
| – | – | 0.2% | 94 |
|
|
2019
Q3 | $229K | Hold |
2,600
| – | – | 0.2% | 96 |
|
|
2019
Q2 | $237K | Hold |
2,600
| – | – | 0.24% | 96 |
|
|
2019
Q1 | $220K | Buy |
+2,600
| New | +$220K | 0.23% | 104 |
|