Global Retirement Partners’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42K | Buy |
+35
| New | +$1.42K | ﹤0.01% | 3347 |
|
|
2024
Q4 | $17K | Buy |
295
+141
| +92% | +$8.12K | ﹤0.01% | 2177 |
|
|
2024
Q3 | $12.8K | Buy |
154
+77
| +100% | +$6.41K | ﹤0.01% | 2188 |
|
|
2024
Q2 | $6.03K | Buy |
77
+52
| +208% | +$4.07K | ﹤0.01% | 2525 |
|
|
2024
Q1 | $2.5K | Buy |
25
+23
| +1,150% | +$2.3K | ﹤0.01% | 2660 |
|
|
2023
Q4 | $176 | Hold |
2
| – | – | ﹤0.01% | 3237 |
|
|
2023
Q3 | $197 | Hold |
2
| – | – | ﹤0.01% | 3109 |
|
|
2023
Q2 | $242 | Hold |
2
| – | – | ﹤0.01% | 3076 |
|
|
2023
Q1 | $214 | Buy |
2
+1
| +100% | +$107 | ﹤0.01% | 3077 |
|
|
2022
Q4 | $101 | Hold |
1
| – | – | ﹤0.01% | 2969 |
|
|
2022
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 2907 |
|
|
2022
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 2837 |
|
|
2022
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 2738 |
|
|
2021
Q2 | – | Sell |
-34
| Closed | -$5K | – | 1916 |
|
|
2021
Q1 | $5K | Buy |
+34
| New | +$5K | ﹤0.01% | 1475 |
|
|
2017
Q2 | – | Sell |
-20
| Closed | -$2K | – | 1163 |
|
|
2017
Q1 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 1029 |
|