Lyons Wealth Management’s Polaris PII Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q2
Sell
-9,125
Closed -$896K 53
2016
Q1
$896K Buy
+9,125
New +$896K 1.29% 18
2013
Q4
Hold
0
74
2013
Q3
Sell
-2,907
Closed -$275K 75
2013
Q2
$275K Buy
+2,907
New +$275K 0.28% 40