Impact Partnership Wealth’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,555
| Closed | -$378K | – | 323 |
|
|
2024
Q4 | $378K | Buy |
+6,555
| New | +$378K | 0.08% | 169 |
|
|
2024
Q3 | – | Sell |
-4,932
| Closed | -$386K | – | 275 |
|
|
2024
Q2 | $386K | Buy |
+4,932
| New | +$386K | 0.1% | 137 |
|
|
2024
Q1 | – | Sell |
-36
| Closed | -$3.43K | – | 693 |
|
|
2023
Q4 | $3.43K | Sell |
36
-447
| -93% | -$42.6K | ﹤0.01% | 620 |
|
|
2023
Q3 | $50.3K | Buy |
+483
| New | +$50.3K | 0.02% | 396 |
|