IPC
Independent Portfolio Consultants’s Polaris PII Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $2.76M | Sell |
29,883
-7,022
| -19% | -$648K | 1.14% | 9 |
|
|
2017
Q1 | $3.09M | Sell |
36,905
-6,692
| -15% | -$561K | 1.07% | 5 |
|
|
2016
Q4 | $3.59M | Buy |
43,597
+2,193
| +5% | +$181K | 1.18% | 5 |
|
|
2016
Q3 | $3.21M | Buy |
41,404
+15,337
| +59% | +$1.19M | 1.01% | 7 |
|
|
2016
Q2 | $2.13M | Sell |
26,067
-3,690
| -12% | -$302K | 0.67% | 18 |
|
|
2016
Q1 | $2.93M | Buy |
29,757
+7,545
| +34% | +$743K | 0.82% | 11 |
|
|
2015
Q4 | $1.91M | Buy |
22,212
+3,129
| +16% | +$269K | 0.57% | 35 |
|
|
2015
Q3 | $2.29M | Buy |
19,083
+900
| +5% | +$108K | 0.5% | 50 |
|
|
2015
Q2 | $2.69M | Sell |
18,183
-858
| -5% | -$127K | 0.54% | 41 |
|
|
2015
Q1 | $2.69M | Buy |
19,041
+3,830
| +25% | +$540K | 0.55% | 48 |
|
|
2014
Q4 | $2.3M | Sell |
15,211
-2,075
| -12% | -$314K | 0.46% | 65 |
|
|
2014
Q3 | $2.59M | Buy |
17,286
+5,615
| +48% | +$841K | 0.7% | 22 |
|
|
2014
Q2 | $1.52M | Buy |
11,671
+705
| +6% | +$91.8K | 0.43% | 44 |
|
|
2014
Q1 | $1.53M | Buy |
10,966
+145
| +1% | +$20.3K | 0.49% | 40 |
|
|
2013
Q4 | $1.58M | Buy |
10,821
+3,795
| +54% | +$553K | 0.55% | 26 |
|
|
2013
Q3 | $908K | Buy |
7,026
+776
| +12% | +$100K | 0.36% | 63 |
|
|
2013
Q2 | $594K | Buy |
+6,250
| New | +$594K | 0.27% | 124 |
|