Lederer & Associates Investment Counsel’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-315
| Closed | -$42.1K | – | 130 |
|
|
2021
Q1 | $42.1K | Buy |
+315
| New | +$42.1K | 0.03% | 109 |
|
|
2017
Q1 | – | Sell |
-11,515
| Closed | -$949K | – | 88 |
|
|
2016
Q4 | $949K | Buy |
+11,515
| New | +$949K | 0.94% | 49 |
|
|
2015
Q3 | $1.64M | Sell |
13,680
-255
| -2% | -$30.6K | 1.82% | 22 |
|
|
2015
Q2 | $2.06M | Sell |
13,935
-120
| -0.9% | -$17.8K | 2.12% | 14 |
|
|
2015
Q1 | $1.98M | Sell |
14,055
-535
| -4% | -$75.5K | 1.93% | 16 |
|
|
2014
Q4 | $2.21M | Buy |
+14,590
| New | +$2.21M | 2.19% | 9 |
|