IFG Advisory’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.98M | Buy |
|
|||||
|
2025
Q2 | $1.79M | Buy |
|
|||||
|
2025
Q1 | $1.43M | Buy |
|
|||||
|
2024
Q4 | $1.7M | Buy |
|
|||||
|
2024
Q3 | $2.21M | Buy |
|
|||||
|
2024
Q2 | $1.74M | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $542K | Sell |
|
|||||
|
2021
Q4 | $584K | Hold |
|
|||||
|
2021
Q3 | $636K | Sell |
|
|||||
|
2021
Q2 | $786K | Sell |
|
|||||
|
2021
Q1 | $1.37M | Sell |
|
|||||
|
2020
Q4 | $989K | Buy |
|
|||||
|
2020
Q3 | $904K | Hold |
|
|||||
|
2020
Q2 | $887K | Hold |
|
|||||
|
2020
Q1 | $461K | Sell |
|
|||||
|
2019
Q4 | $994K | Buy |
|
|||||
|
2019
Q3 | $820K | Buy |
|
|||||
|
2019
Q2 | $845K | Buy |
|
|||||
|
2019
Q1 | $704K | Buy |
|
|||||
|
2018
Q4 | $340K | Sell |
|
|||||
|
2018
Q3 | $467K | Buy |
|
|||||
|
2018
Q2 | $324K | Sell |
|
|||||
|
2018
Q1 | $329K | Sell |
|
|||||
|
2017
Q4 | $390K | Buy |
|