Lenox Wealth Advisors’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-39
| Closed | -$4K | – | 938 |
|
|
2021
Q4 | $4K | Hold |
39
| – | – | ﹤0.01% | 639 |
|
|
2021
Q3 | $5K | Hold |
39
| – | – | ﹤0.01% | 562 |
|
|
2021
Q2 | $5K | Hold |
39
| – | – | ﹤0.01% | 559 |
|
|
2021
Q1 | $5K | Sell |
39
-39
| -50% | -$5K | ﹤0.01% | 510 |
|
|
2020
Q4 | $7K | Buy |
+78
| New | +$7K | ﹤0.01% | 474 |
|
|
2020
Q2 | – | Sell |
-40
| Closed | -$2K | – | 744 |
|
|
2020
Q1 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 605 |
|
|
2019
Q2 | – | Sell |
-32
| Closed | -$3K | – | 534 |
|
|
2019
Q1 | $3K | Buy |
+32
| New | +$3K | ﹤0.01% | 472 |
|
|
2018
Q2 | – | Sell |
-13
| Closed | -$1K | – | 618 |
|
|
2018
Q1 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 519 |
|
|
2016
Q1 | – | Sell |
-22
| Closed | -$2K | – | 373 |
|
|
2015
Q4 | $2K | Hold |
22
| – | – | ﹤0.01% | 329 |
|
|
2015
Q3 | $3K | Hold |
22
| – | – | ﹤0.01% | 318 |
|
|
2015
Q2 | $3K | Hold |
22
| – | – | ﹤0.01% | 252 |
|
|
2015
Q1 | $3K | Hold |
22
| – | – | ﹤0.01% | 287 |
|
|
2014
Q4 | $3K | Buy |
+22
| New | +$3K | ﹤0.01% | 293 |
|