Laidlaw Wealth Management’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,150
| Closed | -$204K | – | 220 |
|
|
2023
Q4 | $204K | Hold |
2,150
| – | – | 0.07% | 230 |
|
|
2023
Q3 | $224K | Hold |
2,150
| – | – | 0.07% | 244 |
|
|
2023
Q2 | $260K | Hold |
2,150
| – | – | 0.05% | 287 |
|
|
2023
Q1 | $238K | Hold |
2,150
| – | – | 0.05% | 299 |
|
|
2022
Q4 | $217K | Hold |
2,150
| – | – | 0.05% | 320 |
|
|
2022
Q3 | $206K | Hold |
2,150
| – | – | 0.05% | 299 |
|
|
2022
Q2 | $213K | Hold |
2,150
| – | – | 0.04% | 333 |
|
|
2022
Q1 | $226K | Hold |
2,150
| – | – | 0.04% | 350 |
|
|
2021
Q4 | $236K | Buy |
+2,150
| New | +$236K | 0.04% | 354 |
|
|
2021
Q1 | – | Sell |
-2,236
| Closed | -$213K | – | 323 |
|
|
2020
Q4 | $213K | Hold |
2,236
| – | – | 0.04% | 327 |
|
|
2020
Q3 | $211K | Hold |
2,236
| – | – | 0.09% | 187 |
|
|
2020
Q2 | $207K | Buy |
+2,236
| New | +$207K | 0.11% | 166 |
|
|
2020
Q1 | – | Sell |
-2,236
| Closed | -$227K | – | 168 |
|
|
2019
Q4 | $227K | Buy |
+2,236
| New | +$227K | 0.14% | 149 |
|