Institutional & Family Asset Management’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-150
| Closed | -$18K | – | 894 |
|
|
2021
Q3 | $18K | Hold |
150
| – | – | ﹤0.01% | 466 |
|
|
2021
Q2 | $21K | Buy |
+150
| New | +$21K | ﹤0.01% | 474 |
|
|
2018
Q2 | – | Sell |
-45
| Closed | -$5K | – | 870 |
|
|
2018
Q1 | $5K | Buy |
+45
| New | +$5K | ﹤0.01% | 600 |
|
|
2017
Q4 | – | Sell |
-5,681
| Closed | -$594K | – | 178 |
|
|
2017
Q3 | $594K | Hold |
5,681
| – | – | 0.12% | 112 |
|
|
2017
Q2 | $524K | Buy |
5,681
+69
| +1% | +$6.36K | 0.13% | 89 |
|
|
2017
Q1 | $470K | Hold |
5,612
| – | – | 0.15% | 96 |
|
|
2016
Q4 | $462K | Hold |
5,612
| – | – | 0.15% | 96 |
|
|
2016
Q3 | $435K | Hold |
5,612
| – | – | 0.14% | 94 |
|
|
2016
Q2 | $459K | Buy |
5,612
+1,683
| +43% | +$138K | 0.16% | 92 |
|
|
2016
Q1 | $338K | Hold |
3,929
| – | – | 0.13% | 102 |
|
|
2015
Q4 | $338K | Buy |
+3,929
| New | +$338K | 0.13% | 102 |
|