Lido Advisors’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-14,290
| Closed | -$1.49M | – | 1221 |
|
|
2023
Q3 | $1.49M | Buy |
14,290
+2,166
| +18% | +$226K | 0.01% | 407 |
|
|
2023
Q2 | $1.47M | Buy |
+12,124
| New | +$1.47M | 0.01% | 398 |
|
|
2021
Q3 | – | Sell |
-3,669
| Closed | -$503K | – | 889 |
|
|
2021
Q2 | $503K | Sell |
3,669
-384
| -9% | -$52.6K | 0.01% | 464 |
|
|
2021
Q1 | $541K | Buy |
+4,053
| New | +$541K | 0.01% | 424 |
|