Marcum Wealth’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,891
| Closed | -$229K | – | 391 |
|
|
2023
Q2 | $229K | Sell |
1,891
-21
| -1% | -$2.54K | 0.03% | 305 |
|
|
2023
Q1 | $212K | Buy |
+1,912
| New | +$212K | 0.03% | 316 |
|
|
2021
Q4 | – | Sell |
-1,777
| Closed | -$213K | – | 403 |
|
|
2021
Q3 | $213K | Buy |
1,777
+27
| +2% | +$3.24K | 0.03% | 295 |
|
|
2021
Q2 | $240K | Buy |
1,750
+75
| +4% | +$10.3K | 0.04% | 253 |
|
|
2021
Q1 | $224K | Buy |
+1,675
| New | +$224K | 0.04% | 266 |
|