GHP Investment Advisors’s Polaris PII Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.22K Buy
153
+20
+15% +$813 ﹤0.01% 758
2025
Q1
$5.45K Buy
+133
New +$5.45K ﹤0.01% 757
2024
Q3
Sell
-113
Closed -$8.85K 1053
2024
Q2
$8.85K Buy
+113
New +$8.85K ﹤0.01% 705