Integrated Wealth Management’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-174
| Closed | -$13K | – | 798 |
|
|
2016
Q3 | $13K | Hold |
174
| – | – | ﹤0.01% | 709 |
|
|
2016
Q2 | $14K | Hold |
174
| – | – | 0.01% | 679 |
|
|
2016
Q1 | $17K | Hold |
174
| – | – | 0.01% | 586 |
|
|
2015
Q4 | $15K | Hold |
174
| – | – | 0.01% | 655 |
|
|
2015
Q3 | $21K | Hold |
174
| – | – | 0.01% | 570 |
|
|
2015
Q2 | $26K | Buy |
174
+27
| +18% | +$4.03K | 0.01% | 536 |
|
|
2015
Q1 | $20K | Buy |
+147
| New | +$20K | 0.01% | 575 |
|