Freestone Capital Holdings’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-6,037
| Closed | -$468K | – | 343 |
|
|
2016
Q3 | $468K | Sell |
6,037
-1,696
| -22% | -$131K | 0.04% | 271 |
|
|
2016
Q2 | $632K | Sell |
7,733
-130
| -2% | -$10.6K | 0.06% | 222 |
|
|
2016
Q1 | $774K | Sell |
7,863
-7,144
| -48% | -$703K | 0.08% | 202 |
|
|
2015
Q4 | $1.29M | Buy |
+15,007
| New | +$1.29M | 0.13% | 126 |
|