Lindbrook Capital’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $92.8K | Buy |
2,267
+1,749
| +338% | +$71.6K | 0.01% | 710 |
|
|
2024
Q4 | $29.8K | Buy |
518
+387
| +295% | +$22.3K | ﹤0.01% | 1057 |
|
|
2024
Q3 | $10.9K | Buy |
131
+21
| +19% | +$1.75K | ﹤0.01% | 1630 |
|
|
2024
Q2 | $8.61K | Buy |
110
+109
| +10,900% | +$8.54K | ﹤0.01% | 1710 |
|
|
2024
Q1 | $100 | Buy |
+1
| New | +$100 | ﹤0.01% | 2611 |
|
|
2023
Q4 | – | Sell |
-24
| Closed | -$2.5K | – | 2804 |
|
|
2023
Q3 | $2.5K | Buy |
24
+5
| +26% | +$521 | ﹤0.01% | 2045 |
|
|
2023
Q2 | $2.3K | Buy |
19
+2
| +12% | +$242 | ﹤0.01% | 2102 |
|
|
2023
Q1 | $1.88K | Hold |
17
| – | – | ﹤0.01% | 2271 |
|
|
2022
Q4 | $1.72K | Buy |
17
+9
| +113% | +$909 | ﹤0.01% | 2298 |
|
|
2022
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 2451 |
|
|
2022
Q2 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 2328 |
|
|
2022
Q1 | – | Sell |
-41
| Closed | -$5K | – | 2591 |
|
|
2021
Q4 | $5K | Buy |
+41
| New | +$5K | ﹤0.01% | 1521 |
|
|
2020
Q2 | – | Sell |
-10
| Closed | – | – | 1862 |
|
|
2020
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 1837 |
|
|
2019
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 1425 |
|
|
2019
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 1375 |
|
|
2019
Q2 | $0 | Hold |
10
| – | – | ﹤0.01% | 1481 |
|
|
2019
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 1485 |
|
|
2018
Q4 | $0 | Buy |
+10
| New | – | ﹤0.01% | 1424 |
|