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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $96.2K | Buy |
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|
2025
Q1 | $78.7K | Sell |
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|
2024
Q4 | $112K | Buy |
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|
2024
Q3 | $154K | Sell |
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|
2024
Q2 | $165K | Sell |
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|
2024
Q1 | $223K | Buy |
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|
2023
Q4 | $161K | Buy |
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|
2023
Q3 | $112K | Buy |
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|
2023
Q2 | $47.8K | Buy |
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|
2023
Q1 | $25.4K | Sell |
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|
2022
Q4 | $97K | Sell |
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|
2022
Q3 | $113K | Buy |
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|
2022
Q2 | $96K | Hold |
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|
2022
Q1 | $96K | Sell |
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|
2021
Q4 | $165K | Buy |
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|
2021
Q3 | $168K | Buy |
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|
2021
Q2 | $170K | Buy |
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|
2021
Q1 | $46K | Hold |
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|
2020
Q4 | $32K | Sell |
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|
2020
Q3 | $207K | Sell |
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|
2020
Q2 | $202K | Buy |
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|
2020
Q1 | $18K | Hold |
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|
2019
Q4 | $35K | Sell |
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|
2019
Q3 | $35K | Buy |
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|
2019
Q1 | $25K | Sell |
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|
2018
Q4 | $42K | Sell |
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|
2018
Q3 | $83K | Buy |
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|
2018
Q2 | $91K | Sell |
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|
2018
Q1 | $340K | Buy |
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|
2017
Q4 | $315K | Buy |
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|
2017
Q3 | $184K | Buy |
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|
2017
Q2 | $118K | Buy |
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|
2017
Q1 | $106K | Sell |
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|
2016
Q4 | $120K | Sell |
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|
2016
Q3 | $114K | Sell |
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|
2016
Q2 | $280K | Buy |
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|
2016
Q1 | $25K | Sell |
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|
2015
Q4 | $223K | Buy |
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