Independent Advisor Alliance’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,211
| Closed | -$221K | – | 733 |
|
|
2024
Q1 | $221K | Hold |
2,211
| – | – | 0.01% | 643 |
|
|
2023
Q4 | $210K | Hold |
2,211
| – | – | 0.01% | 635 |
|
|
2023
Q3 | $230K | Hold |
2,211
| – | – | 0.01% | 582 |
|
|
2023
Q2 | $267K | Hold |
2,211
| – | – | 0.01% | 549 |
|
|
2023
Q1 | $245K | Buy |
+2,211
| New | +$245K | 0.01% | 563 |
|