Mission Wealth Management’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-2,319
| Closed | -$318K | – | 498 |
|
|
2021
Q2 | $318K | Hold |
2,319
| – | – | 0.02% | 373 |
|
|
2021
Q1 | $310K | Hold |
2,319
| – | – | 0.02% | 354 |
|
|
2020
Q4 | $221K | Hold |
2,319
| – | – | 0.01% | 390 |
|
|
2020
Q3 | $219K | Hold |
2,319
| – | – | 0.02% | 328 |
|
|
2020
Q2 | $215K | Buy |
+2,319
| New | +$215K | 0.02% | 311 |
|