Kaye Capital Management’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,000
| Closed | -$250K | – | 40 |
|
|
2024
Q3 | $250K | Hold |
3,000
| – | – | 0.1% | 37 |
|
|
2024
Q2 | $235K | Hold |
3,000
| – | – | 0.1% | 34 |
|
|
2024
Q1 | $300K | Hold |
3,000
| – | – | 0.13% | 32 |
|
|
2023
Q4 | $282K | Hold |
3,000
| – | – | 0.13% | 33 |
|
|
2023
Q3 | $312K | Hold |
3,000
| – | – | 0.14% | 29 |
|
|
2023
Q2 | $363K | Hold |
3,000
| – | – | 0.18% | 25 |
|
|
2023
Q1 | $332K | Hold |
3,000
| – | – | 0.17% | 26 |
|
|
2022
Q4 | $303K | Buy |
+3,000
| New | +$303K | 0.16% | 25 |
|