MML Investors Services’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-5,827
| Closed | -$237K | – | 2964 |
|
|
2025
Q2 | $237K | Sell |
5,827
-9,149
| -61% | -$345K | ﹤0.01% | 2579 |
|
|
2025
Q1 | $613K | Sell |
14,976
-258
| -2% | -$12.3K | ﹤0.01% | 1871 |
|
|
2024
Q4 | $878K | Buy |
+15,234
| New | +$1.06M | ﹤0.01% | 1591 |
|
|
2024
Q3 | – | Sell |
-2,616
| Closed | -$205K | – | 2618 |
|
|
2024
Q2 | $205K | Buy |
2,616
+321
| +14% | +$27.2K | ﹤0.01% | 2334 |
|
|
2024
Q1 | $230K | Buy |
2,295
+126
| +6% | +$11.6K | ﹤0.01% | 2283 |
|
|
2023
Q4 | $206K | Sell |
2,169
-473
| -18% | -$43.3K | ﹤0.01% | 2302 |
|
|
2023
Q3 | $275K | Buy |
2,642
+79
| +3% | +$9.38K | ﹤0.01% | 1978 |
|
|
2023
Q2 | $310K | Buy |
2,563
+634
| +33% | +$70.1K | ﹤0.01% | 1926 |
|
|
2023
Q1 | $213K | Sell |
1,929
-510
| -21% | -$56.5K | ﹤0.01% | 1877 |
|
|
2022
Q4 | $246K | Sell |
2,439
-756
| -24% | -$78.8K | ﹤0.01% | 1902 |
|
|
2022
Q3 | $306K | Sell |
3,195
-495
| -13% | -$55.5K | ﹤0.01% | 1668 |
|
|
2022
Q2 | $366K | Sell |
3,690
-231
| -6% | -$23.9K | ﹤0.01% | 1567 |
|
|
2022
Q1 | $413K | Sell |
3,921
-169
| -4% | -$19.3K | ﹤0.01% | 1558 |
|
|
2021
Q4 | $450K | Sell |
4,090
-169
| -4% | -$19.9K | ﹤0.01% | 1475 |
|
|
2021
Q3 | $510K | Buy |
4,259
+711
| +20% | +$90.4K | ﹤0.01% | 1341 |
|
|
2021
Q2 | $486K | Buy |
3,548
+529
| +18% | +$71.7K | ﹤0.01% | 1342 |
|
|
2021
Q1 | $403K | Buy |
3,019
+777
| +35% | +$94.7K | ﹤0.01% | 1366 |
|
|
2020
Q4 | $214K | Buy |
+2,242
| New | +$215K | ﹤0.01% | 1566 |
|
|
2020
Q2 | – | Sell |
-4,556
| Closed | -$219K | – | 1551 |
|
|
2020
Q1 | $219K | Sell |
4,556
-3,010
| -40% | -$247K | ﹤0.01% | 1228 |
|
|
2019
Q4 | $769K | Sell |
7,566
-649
| -8% | -$63K | 0.01% | 834 |
|
|
2019
Q3 | $723K | Sell |
8,215
-10
| -0.1% | -$867 | 0.01% | 808 |
|
|
2019
Q2 | $750K | Buy |
8,225
+410
| +5% | +$37.3K | 0.01% | 843 |
|
|
2019
Q1 | $660K | Buy |
7,815
+2,245
| +40% | +$190K | 0.01% | 880 |
|
|
2018
Q4 | $427K | Sell |
5,570
-685
| -11% | -$61.6K | 0.01% | 982 |
|
|
2018
Q3 | $631K | Buy |
6,255
+1,659
| +36% | +$185K | 0.01% | 885 |
|
|
2018
Q2 | $562K | Buy |
4,596
+377
| +9% | +$44.1K | 0.01% | 795 |
|
|
2018
Q1 | $483K | Buy |
4,219
+769
| +22% | +$92.5K | 0.01% | 855 |
|
|
2017
Q4 | $428K | Buy |
3,450
+1,353
| +65% | +$161K | 0.01% | 913 |
|
|
2017
Q3 | $219K | Buy |
+2,097
| New | +$199K | ﹤0.01% | 1166 |
|
Other funds holding PII
