Keynote Financial Services’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $440K | Buy |
10,813
+103
| +1% | +$4.19K | 0.3% | 92 |
|
|
2025
Q1 | $438K | Buy |
10,710
+3,376
| +46% | +$138K | 0.31% | 85 |
|
|
2024
Q4 | $423K | Buy |
7,334
+1,240
| +20% | +$71.4K | 0.32% | 82 |
|
|
2024
Q3 | $507K | Buy |
6,094
+761
| +14% | +$63.3K | 0.39% | 73 |
|
|
2024
Q2 | $418K | Buy |
5,333
+49
| +0.9% | +$3.84K | 0.35% | 79 |
|
|
2024
Q1 | $529K | Buy |
+5,284
| New | +$529K | 0.44% | 68 |
|