International Assets Investment Management’s Polaris PII Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$412K Hold
2025
Q2
$373K Buy
2025
Q1
$283K Buy
2024
Q4
Sell
2024
Q3
$170 Buy
2024
Q2
$78.6K Buy
2023
Q2
Sell
2023
Q1
$63.9K Buy
2021
Q2
Sell
2021
Q1
$77K Buy
2020
Q4
$32K Buy