Independent Portfolio Consultants’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $2.76M | Sell |
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|
2017
Q1 | $3.09M | Sell |
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|
2016
Q4 | $3.59M | Buy |
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|
2016
Q3 | $3.21M | Buy |
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|
2016
Q2 | $2.13M | Sell |
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|
2016
Q1 | $2.93M | Buy |
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|
2015
Q4 | $1.91M | Buy |
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|
2015
Q3 | $2.29M | Buy |
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|
2015
Q2 | $2.69M | Sell |
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|
2015
Q1 | $2.69M | Buy |
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|
2014
Q4 | $2.3M | Sell |
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|
2014
Q3 | $2.59M | Buy |
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|
2014
Q2 | $1.52M | Buy |
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|
2014
Q1 | $1.53M | Buy |
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|
2013
Q4 | $1.58M | Buy |
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|
2013
Q3 | $908K | Buy |
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|
2013
Q2 | $594K | Buy |
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