Lee Financial’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 |
-130
| Closed | -$12.3K | – | 635 |
|
|
2023
Q4 | $12.3K | Hold |
130
| – | – | ﹤0.01% | 393 |
|
|
2023
Q3 | $13.5K | Hold |
130
| – | – | ﹤0.01% | 362 |
|
|
2023
Q2 | $15.7K | Sell |
130
-20
| -13% | -$2.42K | ﹤0.01% | 341 |
|
|
2023
Q1 | $16.6K | Sell |
150
-2
| -1% | -$221 | ﹤0.01% | 338 |
|
|
2022
Q4 | $15.4K | Hold |
152
| – | – | ﹤0.01% | 397 |
|
|
2022
Q3 | $14K | Hold |
152
| – | – | ﹤0.01% | 387 |
|
|
2022
Q2 | $15K | Buy |
152
+2
| +1% | +$197 | ﹤0.01% | 384 |
|
|
2022
Q1 | $16K | Hold |
150
| – | – | ﹤0.01% | 374 |
|
|
2021
Q4 | $16K | Sell |
150
-5
| -3% | -$533 | ﹤0.01% | 411 |
|
|
2021
Q3 | $19K | Sell |
155
-22
| -12% | -$2.7K | ﹤0.01% | 341 |
|
|
2021
Q2 | $24K | Buy |
177
+22
| +14% | +$2.98K | 0.01% | 300 |
|
|
2021
Q1 | $21K | Buy |
155
+35
| +29% | +$4.74K | 0.01% | 303 |
|
|
2020
Q4 | $11K | Hold |
120
| – | – | ﹤0.01% | 366 |
|
|
2020
Q3 | $11K | Hold |
120
| – | – | ﹤0.01% | 389 |
|
|
2020
Q2 | $11K | Hold |
120
| – | – | ﹤0.01% | 358 |
|
|
2020
Q1 | $6K | Hold |
120
| – | – | ﹤0.01% | 361 |
|
|
2019
Q4 | $12K | Hold |
120
| – | – | ﹤0.01% | 320 |
|
|
2019
Q3 | $11K | Buy |
120
+5
| +4% | +$458 | ﹤0.01% | 330 |
|
|
2019
Q2 | $10K | Buy |
115
+20
| +21% | +$1.74K | ﹤0.01% | 353 |
|
|
2019
Q1 | $8K | Hold |
95
| – | – | ﹤0.01% | 373 |
|
|
2018
Q4 | $7K | Hold |
95
| – | – | ﹤0.01% | 335 |
|
|
2018
Q3 | $10K | Hold |
95
| – | – | ﹤0.01% | 330 |
|
|
2018
Q2 | $12K | Hold |
95
| – | – | ﹤0.01% | 446 |
|
|
2018
Q1 | $11K | Buy |
95
+15
| +19% | +$1.74K | ﹤0.01% | 449 |
|
|
2017
Q4 | $10K | Hold |
80
| – | – | ﹤0.01% | 329 |
|
|
2017
Q3 | $8K | Hold |
80
| – | – | ﹤0.01% | 376 |
|
|
2017
Q2 | $7K | Hold |
80
| – | – | ﹤0.01% | 376 |
|
|
2017
Q1 | $7K | Buy |
+80
| New | +$7K | ﹤0.01% | 328 |
|