LA
Lau Associates’s Polaris PII Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-12,455
| Closed | -$1.15M | – | 77 |
|
|
2017
Q2 | $1.15M | Sell |
12,455
-500
| -4% | -$46.1K | 0.92% | 42 |
|
|
2017
Q1 | $1.09M | Buy |
12,955
+80
| +0.6% | +$6.71K | 0.97% | 40 |
|
|
2016
Q4 | $1.06M | Sell |
12,875
-2,900
| -18% | -$239K | 1.07% | 35 |
|
|
2016
Q3 | $1.22M | Buy |
15,775
+300
| +2% | +$23.2K | 1.24% | 30 |
|
|
2016
Q2 | $1.27M | Sell |
15,475
-425
| -3% | -$34.7K | 1.33% | 28 |
|
|
2016
Q1 | $1.57M | Buy |
15,900
+100
| +0.6% | +$9.85K | 1.62% | 19 |
|
|
2015
Q4 | $1.36M | Buy |
+15,800
| New | +$1.36M | 1.46% | 23 |
|