H.L. Ormond & Company’s Polaris PII Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$628K Sell
6,568
-72
-1% -$6.88K 1.01% 49
2022
Q2
$659K Sell
6,640
-134
-2% -$13.3K 1.07% 47
2022
Q1
$714K Buy
6,774
+13
+0.2% +$1.37K 0.87% 56
2021
Q4
$807K Buy
+6,761
New +$807K 0.95% 50