GT
Greenleaf Trust’s Polaris PII Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-73,425
| Closed | -$6.05M | – | 327 |
|
|
2016
Q4 | $6.05M | Sell |
73,425
-42,196
| -36% | -$3.48M | 0.16% | 46 |
|
|
2016
Q3 | $8.95M | Sell |
115,621
-5,194
| -4% | -$402K | 0.24% | 30 |
|
|
2016
Q2 | $9.88M | Sell |
120,815
-11,830
| -9% | -$967K | 0.25% | 27 |
|
|
2016
Q1 | $13.1M | Buy |
132,645
+7,275
| +6% | +$716K | 0.36% | 19 |
|
|
2015
Q4 | $10.8M | Buy |
+125,370
| New | +$10.8M | 0.33% | 29 |
|