Harvest 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
Q1 | – | Sell |
-20,341
| Closed | -$1.17M | – | 53 |
|
|
2024
Q4 | $1.17M | Buy |
20,341
+2,040
| +11% | +$118K | 0.81% | 47 |
|
|
2024
Q3 | $1.52M | Buy |
18,301
+1,865
| +11% | +$155K | 1.04% | 39 |
|
|
2024
Q2 | $1.29M | Buy |
16,436
+155
| +1% | +$12.1K | 0.95% | 41 |
|
|
2024
Q1 | $1.63M | Buy |
16,281
+3,077
| +23% | +$308K | 1.22% | 26 |
|
|
2023
Q4 | $1.25M | Buy |
13,204
+315
| +2% | +$29.9K | 1% | 41 |
|
|
2023
Q3 | $1.34M | Sell |
12,889
-5
| -0% | -$521 | 1.2% | 24 |
|
|
2023
Q2 | $1.56M | Buy |
12,894
+25
| +0.2% | +$3.02K | 1.34% | 18 |
|
|
2023
Q1 | $1.42M | Sell |
12,869
-60
| -0.5% | -$6.64K | 1.27% | 24 |
|
|
2022
Q4 | $1.31M | Buy |
+12,929
| New | +$1.31M | 1.23% | 32 |
|