Mendota Financial Group’s Polaris PII Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,356
Closed -$141K 394
2023
Q3
$141K Hold
1,356
0.15% 65
2023
Q2
$164K Buy
1,356
+120
+10% +$14.5K 0.19% 49
2023
Q1
$130K Sell
1,236
-120
-9% -$12.6K 0.13% 72
2022
Q4
$137K Buy
+1,356
New +$137K 0.17% 64