Kiley Juergens Wealth Management’s Polaris PII Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-162
Closed -$16K 478
2018
Q3
$16K Hold
162
0.01% 401
2018
Q2
$19K Buy
+162
New +$19K 0.02% 334
2018
Q1
Sell
-162
Closed -$20K 458
2017
Q4
$20K Buy
+162
New +$20K 0.02% 349