MAI Capital Management’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.8K | Buy |
807
+92
| +13% | +$3.74K | ﹤0.01% | 1975 |
|
|
2025
Q1 | $29.3K | Buy |
715
+62
| +9% | +$2.54K | ﹤0.01% | 1897 |
|
|
2024
Q4 | $37.6K | Buy |
+653
| New | +$37.6K | ﹤0.01% | 1797 |
|
|
2016
Q1 | – | Sell |
-4,775
| Closed | -$410K | – | 440 |
|
|
2015
Q4 | $410K | Hold |
4,775
| – | – | 0.03% | 294 |
|
|
2015
Q3 | $572K | Hold |
4,775
| – | – | 0.04% | 263 |
|
|
2015
Q2 | $707K | Sell |
4,775
-100
| -2% | -$14.8K | 0.05% | 251 |
|
|
2015
Q1 | $688K | Sell |
4,875
-45
| -0.9% | -$6.35K | 0.05% | 263 |
|
|
2014
Q4 | $744K | Sell |
4,920
-60
| -1% | -$9.07K | 0.05% | 242 |
|
|
2014
Q3 | $746K | Buy |
+4,980
| New | +$746K | 0.07% | 189 |
|