IFP Advisors’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $26.5K | Sell |
486
-100
| -17% | -$6.26K | ﹤0.01% | 2622 |
|
|
2025
Q4 | $37.1K | Buy |
586
+6
| +1% | +$395 | ﹤0.01% | 2366 |
|
|
2025
Q3 | $33.7K | Sell |
580
-1,759
| -75% | -$94.8K | ﹤0.01% | 2288 |
|
|
2025
Q2 | $96.2K | Buy |
2,339
+430
| +23% | +$16.2K | ﹤0.01% | 1659 |
|
|
2025
Q1 | $78.7K | Sell |
1,909
-24
| -1% | -$1.14K | ﹤0.01% | 1661 |
|
|
2024
Q4 | $112K | Buy |
1,933
+81
| +4% | +$5.64K | ﹤0.01% | 1414 |
|
|
2024
Q3 | $154K | Sell |
1,852
-254
| -12% | -$20.6K | 0.01% | 1209 |
|
|
2024
Q2 | $165K | Sell |
2,106
-122
| -5% | -$10.3K | 0.01% | 1131 |
|
|
2024
Q1 | $223K | Buy |
2,228
+531
| +31% | +$48.8K | 0.01% | 952 |
|
|
2023
Q4 | $161K | Buy |
1,697
+619
| +57% | +$56.7K | 0.01% | 1054 |
|
|
2023
Q3 | $112K | Buy |
1,078
+683
| +173% | +$81.1K | 0.01% | 1203 |
|
|
2023
Q2 | $47.8K | Buy |
395
+92
| +30% | +$10.2K | ﹤0.01% | 1633 |
|
|
2023
Q1 | $25.4K | Sell |
303
-629
| -67% | -$69.7K | ﹤0.01% | 1913 |
|
|
2022
Q4 | $97K | Sell |
932
-198
| -18% | -$20.6K | ﹤0.01% | 1755 |
|
|
2022
Q3 | $113K | Buy |
1,130
+145
| +15% | +$16.3K | ﹤0.01% | 1771 |
|
|
2022
Q2 | $96K | Hold |
985
| – | – | ﹤0.01% | 1707 |
|
|
2022
Q1 | $96K | Sell |
985
-424
| -30% | -$48.3K | ﹤0.01% | 1707 |
|
|
2021
Q4 | $165K | Buy |
1,409
+72
| +5% | +$8.48K | ﹤0.01% | 1046 |
|
|
2021
Q3 | $168K | Buy |
1,337
+91
| +7% | +$11.6K | ﹤0.01% | 1050 |
|
|
2021
Q2 | $170K | Buy |
1,246
+903
| +263% | +$122K | ﹤0.01% | 984 |
|
|
2021
Q1 | $46K | Hold |
343
| – | – | ﹤0.01% | 1503 |
|
|
2020
Q4 | $32K | Sell |
343
-1,786
| -84% | -$171K | ﹤0.01% | 1616 |
|
|
2020
Q3 | $207K | Sell |
2,129
-17
| -0.8% | -$1.67K | 0.01% | 692 |
|
|
2020
Q2 | $202K | Buy |
2,146
+1,796
| +513% | +$137K | 0.02% | 663 |
|
|
2020
Q1 | $18K | Hold |
350
| – | – | ﹤0.01% | 1536 |
|
|
2019
Q4 | $35K | Sell |
350
-50
| -13% | -$4.85K | ﹤0.01% | 1399 |
|
|
2019
Q3 | $35K | Buy |
+400
| New | +$34.7K | ﹤0.01% | 1520 |
|
|
2019
Q1 | $25K | Sell |
287
-277
| -49% | -$23.5K | ﹤0.01% | 1251 |
|
|
2018
Q4 | $42K | Sell |
564
-257
| -31% | -$23.1K | ﹤0.01% | 1704 |
|
|
2018
Q3 | $83K | Buy |
821
+77
| +10% | +$8.6K | ﹤0.01% | 1596 |
|
|
2018
Q2 | $91K | Sell |
744
-1,997
| -73% | -$234K | ﹤0.01% | 1533 |
|
|
2018
Q1 | $340K | Buy |
2,741
+200
| +8% | +$24.1K | 0.02% | 781 |
|
|
2017
Q4 | $315K | Buy |
2,541
+785
| +45% | +$93.2K | 0.01% | 804 |
|
|
2017
Q3 | $184K | Buy |
1,756
+482
| +38% | +$45.7K | 0.01% | 1190 |
|
|
2017
Q2 | $118K | Buy |
1,274
+13
| +1% | +$1.11K | 0.01% | 1443 |
|
|
2017
Q1 | $106K | Sell |
1,261
-198
| -14% | -$17K | ﹤0.01% | 1462 |
|
|
2016
Q4 | $120K | Sell |
1,459
-8
| -0.5% | -$652 | 0.01% | 1338 |
|
|
2016
Q3 | $114K | Sell |
1,467
-1,954
| -57% | -$170K | 0.01% | 1295 |
|
|
2016
Q2 | $280K | Buy |
3,421
+3,134
| +1,092% | +$278K | 0.02% | 819 |
|
|
2016
Q1 | $25K | Sell |
287
-2,305
| -89% | -$200K | ﹤0.01% | 1250 |
|
|
2015
Q4 | $223K | Buy |
+2,592
| New | +$275K | 0.02% | 790 |
|
Other funds holding PII
VPM
VCM
