Hemington Wealth Management’s Polaris PII Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$0 Sell
21
-5
-19% ﹤0.01% 1669
2025
Q1
$1K Sell
26
-5
-16% -$192 ﹤0.01% 1433
2024
Q4
$1K Hold
31
﹤0.01% 1455
2024
Q3
$2K Buy
+31
New +$2K ﹤0.01% 1226