Investors Capital Advisory Services’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | $1.38M | Sell |
16,827
-488
| -3% | -$39.9K | 0.26% | 91 |
|
|
2016
Q1 | $1.7M | Buy |
17,315
+3,509
| +25% | +$345K | 0.34% | 69 |
|
|
2015
Q4 | $1.19M | Buy |
13,806
+2,850
| +26% | +$245K | 0.23% | 116 |
|
|
2015
Q3 | $1.31M | Buy |
10,956
+1,999
| +22% | +$239K | 0.26% | 96 |
|
|
2015
Q2 | $1.33M | Buy |
8,957
+487
| +6% | +$72.1K | 0.24% | 111 |
|
|
2015
Q1 | $1.19M | Buy |
8,470
+249
| +3% | +$35.1K | 0.22% | 119 |
|
|
2014
Q4 | $1.24M | Sell |
8,221
-75
| -0.9% | -$11.3K | 0.24% | 115 |
|
|
2014
Q3 | $1.24M | Sell |
8,296
-9,717
| -54% | -$1.45M | 0.24% | 107 |
|
|
2014
Q2 | $2.35M | Buy |
18,013
+8,384
| +87% | +$1.09M | 0.38% | 51 |
|
|
2014
Q1 | $1.34M | Sell |
9,629
-1,283
| -12% | -$179K | 0.29% | 82 |
|
|
2013
Q4 | $1.59M | Sell |
10,912
-1,454
| -12% | -$212K | 0.37% | 51 |
|
|
2013
Q3 | $1.6M | Sell |
12,366
-4,728
| -28% | -$611K | 0.41% | 57 |
|
|
2013
Q2 | $1.62M | Buy |
+17,094
| New | +$1.62M | 0.49% | 41 |
|