HWA
HHM Wealth Advisors’s Polaris PII Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.08K | Hold |
100
| – | – | ﹤0.01% | 707 |
|
|
2025
Q1 | $4.11K | Hold |
100
| – | – | ﹤0.01% | 685 |
|
|
2024
Q4 | $5.78K | Hold |
100
| – | – | ﹤0.01% | 667 |
|
|
2024
Q3 | $8.35K | Hold |
100
| – | – | ﹤0.01% | 587 |
|
|
2024
Q2 | $7.85K | Hold |
100
| – | – | ﹤0.01% | 587 |
|
|
2024
Q1 | $10K | Hold |
100
| – | – | ﹤0.01% | 518 |
|
|
2023
Q4 | $9.51K | Hold |
100
| – | – | ﹤0.01% | 522 |
|
|
2023
Q3 | $10.4K | Hold |
100
| – | – | ﹤0.01% | 496 |
|
|
2023
Q2 | $12.1K | Hold |
100
| – | – | ﹤0.01% | 493 |
|
|
2023
Q1 | $11.1K | Hold |
100
| – | – | ﹤0.01% | 507 |
|
|
2022
Q4 | $10.1K | Hold |
100
| – | – | ﹤0.01% | 447 |
|
|
2022
Q3 | $10K | Hold |
100
| – | – | ﹤0.01% | 442 |
|
|
2022
Q2 | $10K | Sell |
100
-900
| -90% | -$90K | ﹤0.01% | 545 |
|
|
2022
Q1 | $105K | Hold |
1,000
| – | – | 0.02% | 215 |
|
|
2021
Q4 | $110K | Buy |
+1,000
| New | +$110K | 0.03% | 208 |
|