HAG
HighPoint Advisor Group’s Polaris PII Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,612
| Closed | -$254K | – | 728 |
|
|
2024
Q3 | $254K | Buy |
3,612
+116
| +3% | +$8.17K | 0.01% | 547 |
|
|
2024
Q2 | $293K | Sell |
3,496
-1,107
| -24% | -$92.8K | 0.02% | 479 |
|
|
2024
Q1 | $403K | Buy |
4,603
+60
| +1% | +$5.25K | 0.03% | 400 |
|
|
2023
Q4 | $430K | Buy |
+4,543
| New | +$430K | 0.03% | 387 |
|
|
2022
Q2 | $364K | Buy |
+3,356
| New | +$364K | 0.04% | 353 |
|
|
2021
Q3 | $374K | Buy |
3,128
+218
| +7% | +$26.1K | 0.04% | 361 |
|
|
2021
Q2 | $399K | Buy |
2,910
+211
| +8% | +$28.9K | 0.04% | 343 |
|
|
2021
Q1 | $373K | Buy |
2,699
+440
| +19% | +$60.8K | 0.04% | 328 |
|
|
2020
Q4 | $275K | Buy |
2,259
+77
| +4% | +$9.37K | 0.03% | 368 |
|
|
2020
Q3 | $219K | Buy |
+2,182
| New | +$219K | 0.04% | 332 |
|
|
2020
Q1 | – | Sell |
-2,338
| Closed | -$214K | – | 387 |
|
|
2019
Q4 | $214K | Buy |
2,338
+15
| +0.6% | +$1.37K | 0.04% | 319 |
|
|
2019
Q3 | $240K | Buy |
2,323
+2
| +0.1% | +$207 | 0.05% | 286 |
|
|
2019
Q2 | $191K | Buy |
2,321
+78
| +3% | +$6.42K | 0.04% | 317 |
|
|
2019
Q1 | $208K | Buy |
+2,243
| New | +$208K | 0.05% | 304 |
|
|
2018
Q4 | – | Sell |
-2,121
| Closed | -$197K | – | 353 |
|
|
2018
Q3 | $197K | Buy |
2,121
+11
| +0.5% | +$1.02K | 0.05% | 302 |
|
|
2018
Q2 | $226K | Buy |
2,110
+40
| +2% | +$4.28K | 0.06% | 288 |
|
|
2018
Q1 | $261K | Buy |
2,070
+100
| +5% | +$12.6K | 0.07% | 262 |
|
|
2017
Q4 | $224K | Buy |
1,970
+25
| +1% | +$2.84K | 0.06% | 262 |
|
|
2017
Q3 | $230K | Buy |
+1,945
| New | +$230K | 0.07% | 242 |
|