Lindenwold Advisors’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,982
| Closed | -$234K | – | 118 |
|
|
2024
Q2 | $234K | Sell |
2,982
-70
| -2% | -$5.48K | 0.12% | 102 |
|
|
2024
Q1 | $306K | Buy |
+3,052
| New | +$306K | 0.16% | 98 |
|
|
2023
Q4 | – | Sell |
-2,898
| Closed | -$302K | – | 118 |
|
|
2023
Q3 | $302K | Buy |
+2,898
| New | +$302K | 0.19% | 86 |
|