JNBA Financial Advisors’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $34.3K | Hold |
630
| – | – | ﹤0.01% | 353 |
|
|
2025
Q4 | $39.8K | Hold |
630
| – | – | ﹤0.01% | 337 |
|
|
2025
Q3 | $36.6K | Hold |
630
| – | – | ﹤0.01% | 342 |
|
|
2025
Q2 | $25.6K | Hold |
630
| – | – | ﹤0.01% | 363 |
|
|
2025
Q1 | $25.8K | Hold |
630
| – | – | ﹤0.01% | 350 |
|
|
2024
Q4 | $36.3K | Buy |
630
+165
| +35% | +$11.5K | ﹤0.01% | 314 |
|
|
2024
Q3 | $38.7K | Hold |
465
| – | – | ﹤0.01% | 311 |
|
|
2024
Q2 | $36.4K | Hold |
465
| – | – | ﹤0.01% | 318 |
|
|
2024
Q1 | $46.6K | Hold |
465
| – | – | ﹤0.01% | 297 |
|
|
2023
Q4 | $44.1K | Hold |
465
| – | – | 0.01% | 298 |
|
|
2023
Q3 | $48.4K | Buy |
465
+65
| +16% | +$7.72K | 0.01% | 279 |
|
|
2023
Q2 | $48.4K | Hold |
400
| – | – | 0.01% | 286 |
|
|
2023
Q1 | $44.3K | Hold |
400
| – | – | 0.01% | 293 |
|
|
2022
Q4 | $40.4K | Sell |
400
-100
| -20% | -$10.4K | 0.01% | 301 |
|
|
2022
Q3 | $48K | Hold |
500
| – | – | 0.01% | 277 |
|
|
2022
Q2 | $50K | Hold |
500
| – | – | 0.01% | 279 |
|
|
2022
Q1 | $53K | Hold |
500
| – | – | 0.01% | 282 |
|
|
2021
Q4 | $55K | Hold |
500
| – | – | 0.01% | 294 |
|
|
2021
Q3 | $60K | Hold |
500
| – | – | 0.01% | 276 |
|
|
2021
Q2 | $68K | Buy |
500
+100
| +25% | +$13.6K | 0.01% | 259 |
|
|
2021
Q1 | $53K | Hold |
400
| – | – | 0.01% | 274 |
|
|
2020
Q4 | $38K | Hold |
400
| – | – | 0.01% | 289 |
|
|
2020
Q3 | $38K | Hold |
400
| – | – | 0.01% | 269 |
|
|
2020
Q2 | $37K | Sell |
400
-250
| -38% | -$19.1K | 0.01% | 262 |
|
|
2020
Q1 | $31K | Hold |
650
| – | – | 0.01% | 266 |
|
|
2019
Q4 | $66K | Hold |
650
| – | – | 0.01% | 217 |
|
|
2019
Q3 | $57K | Hold |
650
| – | – | 0.01% | 219 |
|
|
2019
Q2 | $59K | Hold |
650
| – | – | 0.01% | 221 |
|
|
2019
Q1 | $55K | Hold |
650
| – | – | 0.01% | 218 |
|
|
2018
Q4 | $50K | Buy |
+650
| New | +$58.4K | 0.01% | 203 |
|
|
2018
Q3 | – | Sell |
-650
| Closed | -$79K | – | 647 |
|
|
2018
Q2 | $79K | Hold |
650
| – | – | 0.02% | 194 |
|
|
2018
Q1 | $74K | Sell |
650
-2,100
| -76% | -$253K | 0.02% | 193 |
|
|
2017
Q4 | $341K | Sell |
2,750
-625
| -19% | -$74.2K | 0.07% | 100 |
|
|
2017
Q3 | $353K | Hold |
3,375
| – | – | 0.08% | 92 |
|
|
2017
Q2 | $311K | Hold |
3,375
| – | – | 0.07% | 95 |
|
|
2017
Q1 | $283K | Hold |
3,375
| – | – | 0.07% | 96 |
|
|
2016
Q4 | $278K | Buy |
3,375
+3,162
| +1,485% | +$258K | 0.07% | 102 |
|
|
2016
Q3 | $16K | Sell |
213
-2,987
| -93% | -$259K | ﹤0.01% | 889 |
|
|
2016
Q2 | $262K | Buy |
3,200
+1,100
| +52% | +$97.5K | 0.07% | 95 |
|
|
2016
Q1 | $207K | Buy |
2,100
+650
| +45% | +$56.4K | 0.07% | 97 |
|
|
2015
Q4 | $125K | Buy |
+1,450
| New | +$154K | 0.05% | 134 |
|
Other funds holding PII
VPM
VCM
