Laurel Wealth Advisors (California)’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-1,666
| Closed | -$203K | – | 414 |
|
|
2018
Q2 | $203K | Buy |
+1,666
| New | +$203K | 0.05% | 356 |
|
|
2018
Q1 | – | Sell |
-1,751
| Closed | -$217K | – | 374 |
|
|
2017
Q4 | $217K | Buy |
+1,751
| New | +$217K | 0.06% | 315 |
|
|
2017
Q1 | – | Sell |
-3,943
| Closed | -$324K | – | 284 |
|
|
2016
Q4 | $324K | Buy |
+3,943
| New | +$324K | 0.14% | 167 |
|