Liberty Wealth Management’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-113
| Closed | -$14K | – | 837 |
|
|
2021
Q3 | $14K | Buy |
113
+1
| +0.9% | +$124 | 0.01% | 746 |
|
|
2021
Q2 | $15K | Buy |
112
+1
| +0.9% | +$134 | 0.01% | 571 |
|
|
2021
Q1 | $12K | Hold |
111
| – | – | 0.01% | 563 |
|
|
2020
Q4 | $12K | Hold |
111
| – | – | 0.01% | 558 |
|
|
2020
Q3 | $10K | Buy |
111
+1
| +0.9% | +$90 | 0.01% | 525 |
|
|
2020
Q2 | $10K | Buy |
110
+1
| +0.9% | +$91 | 0.01% | 498 |
|
|
2020
Q1 | $5K | Sell |
109
-76
| -41% | -$3.49K | ﹤0.01% | 587 |
|
|
2019
Q4 | $19K | Buy |
185
+1
| +0.5% | +$103 | 0.02% | 420 |
|
|
2019
Q3 | $16K | Buy |
184
+78
| +74% | +$6.78K | 0.02% | 432 |
|
|
2019
Q2 | $10K | Buy |
+106
| New | +$10K | 0.01% | 530 |
|