Marshall & Sullivan’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.07K | Buy |
+100
| New | +$4.07K | ﹤0.01% | 110 |
|
|
2023
Q1 | – | Sell |
-100
| Closed | -$10.1K | – | 73 |
|
|
2022
Q4 | $10.1K | Buy |
+100
| New | +$10.1K | 0.01% | 82 |
|
|
2022
Q3 | – | Sell |
-100
| Closed | -$9K | – | 79 |
|
|
2022
Q2 | $9K | Buy |
+100
| New | +$9K | 0.01% | 77 |
|
|
2021
Q1 | – | Sell |
-10
| Closed | -$100 | – | 54 |
|
|
2020
Q4 | $100 | Sell |
10
-90
| -90% | -$900 | 0.01% | 63 |
|
|
2020
Q3 | $9K | Hold |
100
| – | – | 0.01% | 62 |
|
|
2020
Q2 | $9K | Buy |
+100
| New | +$9K | 0.01% | 44 |
|
|
2018
Q3 | – | Sell |
-100
| Closed | -$12.2K | – | 73 |
|
|
2018
Q2 | $12.2K | Buy |
+100
| New | +$12.2K | 0.01% | 73 |
|
|
2017
Q1 | – | Sell |
-100
| Closed | -$8K | – | 53 |
|
|
2016
Q4 | $8K | Hold |
100
| – | – | 0.01% | 53 |
|
|
2016
Q3 | $8K | Hold |
100
| – | – | 0.01% | 52 |
|
|
2016
Q2 | $8K | Hold |
100
| – | – | 0.01% | 51 |
|
|
2016
Q1 | $10K | Hold |
100
| – | – | 0.01% | 54 |
|
|
2015
Q4 | $8K | Hold |
100
| – | – | 0.01% | 54 |
|
|
2015
Q3 | $11K | Hold |
100
| – | – | 0.01% | 54 |
|
|
2015
Q2 | $15K | Hold |
100
| – | – | 0.02% | 47 |
|
|
2015
Q1 | $14K | Hold |
100
| – | – | 0.02% | 49 |
|
|
2014
Q4 | $15K | Buy |
+100
| New | +$15K | 0.02% | 50 |
|
|
2014
Q3 | – | Sell |
-100
| Closed | -$13K | – | 59 |
|
|
2014
Q2 | $13K | Buy |
+100
| New | +$13K | 0.02% | 58 |
|