Key Financial Inc’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-25
| Closed | -$1.44K | – | 1411 |
|
|
2024
Q4 | $1.44K | Hold |
25
| – | – | ﹤0.01% | 1186 |
|
|
2024
Q3 | $2.08K | Hold |
25
| – | – | ﹤0.01% | 1104 |
|
|
2024
Q2 | $1.96K | Hold |
25
| – | – | ﹤0.01% | 1110 |
|
|
2024
Q1 | $2.5K | Hold |
25
| – | – | ﹤0.01% | 1070 |
|
|
2023
Q4 | $2.37K | Hold |
25
| – | – | ﹤0.01% | 1079 |
|
|
2023
Q3 | $2.6K | Hold |
25
| – | – | ﹤0.01% | 1077 |
|
|
2023
Q2 | $3.02K | Hold |
25
| – | – | ﹤0.01% | 1105 |
|
|
2023
Q1 | $2.77K | Hold |
25
| – | – | ﹤0.01% | 907 |
|
|
2022
Q4 | $2.39K | Hold |
25
| – | – | ﹤0.01% | 926 |
|
|
2022
Q3 | $2K | Hold |
25
| – | – | ﹤0.01% | 968 |
|
|
2022
Q2 | $3K | Hold |
25
| – | – | ﹤0.01% | 902 |
|
|
2022
Q1 | $3K | Hold |
25
| – | – | ﹤0.01% | 883 |
|
|
2021
Q4 | $3K | Hold |
25
| – | – | ﹤0.01% | 788 |
|
|
2021
Q3 | $3K | Hold |
25
| – | – | ﹤0.01% | 771 |
|
|
2021
Q2 | $3K | Hold |
25
| – | – | ﹤0.01% | 743 |
|
|
2021
Q1 | $3K | Hold |
25
| – | – | ﹤0.01% | 657 |
|
|
2020
Q4 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 651 |
|