LGT Financial Advisors’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-143
| Closed | -$11.9K | – | 762 |
|
|
2024
Q3 | $11.9K | Hold |
143
| – | – | 0.03% | 383 |
|
|
2024
Q2 | $11.2K | Hold |
143
| – | – | 0.02% | 445 |
|
|
2024
Q1 | $14.3K | Hold |
143
| – | – | 0.02% | 431 |
|
|
2023
Q4 | $13.6K | Hold |
143
| – | – | 0.02% | 429 |
|
|
2023
Q3 | $14.9K | Buy |
+143
| New | +$14.9K | 0.02% | 406 |
|