Gleason Group’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-123
| Closed | -$12.3K | – | 273 |
|
|
2024
Q1 | $12.3K | Buy |
123
+1
| +0.8% | +$100 | ﹤0.01% | 167 |
|
|
2023
Q4 | $11.5K | Buy |
122
+1
| +0.8% | +$95 | ﹤0.01% | 174 |
|
|
2023
Q3 | $12.6K | Buy |
121
+1
| +0.8% | +$104 | ﹤0.01% | 175 |
|
|
2023
Q2 | $14.5K | Hold |
120
| – | – | ﹤0.01% | 169 |
|
|
2023
Q1 | $13.2K | Buy |
120
+1
| +0.8% | +$110 | ﹤0.01% | 165 |
|
|
2022
Q4 | $12K | Sell |
119
-1,681
| -93% | -$170K | ﹤0.01% | 164 |
|
|
2022
Q3 | $172K | Buy |
1,800
+10
| +0.6% | +$956 | 0.06% | 69 |
|
|
2022
Q2 | $178K | Buy |
1,790
+11
| +0.6% | +$1.09K | 0.06% | 69 |
|
|
2022
Q1 | $187K | Buy |
1,779
+11
| +0.6% | +$1.16K | 0.06% | 77 |
|
|
2021
Q4 | $194K | Buy |
1,768
+11
| +0.6% | +$1.21K | 0.06% | 77 |
|
|
2021
Q3 | $210K | Buy |
1,757
+409
| +30% | +$48.9K | 0.08% | 66 |
|
|
2021
Q2 | $185K | Buy |
1,348
+6
| +0.4% | +$823 | 0.07% | 68 |
|
|
2021
Q1 | $179K | Buy |
1,342
+6
| +0.4% | +$800 | 0.07% | 67 |
|
|
2020
Q4 | $127K | Buy |
1,336
+605
| +83% | +$57.5K | 0.06% | 75 |
|
|
2020
Q3 | $69K | Buy |
731
+5
| +0.7% | +$472 | 0.04% | 79 |
|
|
2020
Q2 | $67K | Buy |
726
+4
| +0.6% | +$369 | 0.04% | 78 |
|
|
2020
Q1 | $35K | Buy |
722
+7
| +1% | +$339 | 0.03% | 94 |
|
|
2019
Q4 | $73K | Buy |
+715
| New | +$73K | 0.04% | 81 |
|