McDonald Partners’s Polaris PII Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
2022
Q4
$281K Sell
2022
Q3
$491K Sell
2022
Q2
$584K Sell
2022
Q1
$666K Buy
2021
Q4
Sell
2021
Q3
$767K Buy
2021
Q2
$706K Buy
2021
Q1
$669K Sell
2020
Q4
$484K Buy