IFP Advisors’s Plantronics, Inc. POLY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-102
| Closed | -$10K | – | 4936 |
|
2022
Q3 | $10K | Hold |
102
| – | – | ﹤0.01% | 3686 |
|
2022
Q2 | $10K | Hold |
102
| – | – | ﹤0.01% | 3438 |
|
2022
Q1 | $10K | Buy |
+102
| New | +$10K | ﹤0.01% | 3438 |
|
2021
Q3 | – | Hold |
0
| – | – | – | 4948 |
|
2021
Q2 | – | Hold |
0
| – | – | – | 4759 |
|
2021
Q1 | – | Hold |
0
| – | – | – | 4601 |
|
2020
Q4 | – | Hold |
0
| – | – | – | 4379 |
|
2020
Q3 | – | Hold |
0
| – | – | – | 4207 |
|
2020
Q2 | – | Hold |
0
| – | – | – | 3998 |
|
2020
Q1 | – | Hold |
0
| – | – | – | 3882 |
|
2019
Q4 | – | Hold |
0
| – | – | – | 3815 |
|
2019
Q3 | – | Hold |
0
| – | – | – | 3792 |
|
2019
Q1 | – | Sell |
-10
| Closed | – | – | 3627 |
|
2018
Q4 | $0 | Hold |
10
| – | – | ﹤0.01% | 3917 |
|
2018
Q3 | $1K | Sell |
10
-15
| -60% | -$1.5K | ﹤0.01% | 3713 |
|
2018
Q2 | $2K | Sell |
25
-3
| -11% | -$240 | ﹤0.01% | 3604 |
|
2018
Q1 | $1K | Hold |
28
| – | – | ﹤0.01% | 3699 |
|
2017
Q4 | $1K | Hold |
28
| – | – | ﹤0.01% | 3699 |
|
2017
Q3 | $1K | Buy |
28
+3
| +12% | +$107 | ﹤0.01% | 3946 |
|
2017
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 3949 |
|
2017
Q1 | $1K | Hold |
25
| – | – | ﹤0.01% | 3855 |
|
2016
Q4 | $1K | Hold |
25
| – | – | ﹤0.01% | 3854 |
|
2016
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 3788 |
|
2016
Q2 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 3708 |
|