Harvest Investment Services’s Polaris PII Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-1,989
Closed -$218K 249
2021
Q4
$218K Sell
1,989
-83
-4% -$9.1K 0.09% 240
2021
Q3
$248K Sell
2,072
-32
-2% -$3.83K 0.1% 241
2021
Q2
$288K Buy
+2,104
New +$288K 0.12% 221