MinichMacGregor Wealth Management’s Polaris PII Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-15
| Closed | -$1K | – | 573 |
|
|
2018
Q2 | $1K | Hold |
15
| – | – | ﹤0.01% | 500 |
|
|
2018
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 481 |
|
|
2017
Q4 | $1K | Hold |
15
| – | – | ﹤0.01% | 469 |
|
|
2017
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 447 |
|
|
2017
Q2 | $1K | Sell |
15
-3
| -17% | -$200 | ﹤0.01% | 443 |
|
|
2017
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 432 |
|
|
2016
Q4 | $1K | Hold |
18
| – | – | ﹤0.01% | 433 |
|
|
2016
Q3 | $1K | Buy |
18
+3
| +20% | +$167 | ﹤0.01% | 432 |
|
|
2016
Q2 | $1K | Hold |
15
| – | – | ﹤0.01% | 414 |
|
|
2016
Q1 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 399 |
|