Lokken Investment Group’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,049
| Closed | -$225K | – | 139 |
|
|
2021
Q4 | $225K | Sell |
2,049
-55
| -3% | -$6.04K | 0.16% | 118 |
|
|
2021
Q3 | $252K | Hold |
2,104
| – | – | 0.2% | 105 |
|
|
2021
Q2 | $288K | Hold |
2,104
| – | – | 0.23% | 90 |
|
|
2021
Q1 | $281K | Hold |
2,104
| – | – | 0.25% | 89 |
|
|
2020
Q4 | $200K | Buy |
+2,104
| New | +$200K | 0.18% | 99 |
|