Modera Wealth Management’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,416
| Closed | -$201K | – | 637 |
|
|
2024
Q3 | $201K | Sell |
2,416
-280
| -10% | -$23.3K | ﹤0.01% | 583 |
|
|
2024
Q2 | $211K | Sell |
2,696
-501
| -16% | -$39.2K | ﹤0.01% | 537 |
|
|
2024
Q1 | $320K | Sell |
3,197
-373
| -10% | -$37.3K | ﹤0.01% | 472 |
|
|
2023
Q4 | $338K | Sell |
3,570
-2,032
| -36% | -$193K | 0.01% | 449 |
|
|
2023
Q3 | $583K | Buy |
5,602
+993
| +22% | +$103K | 0.01% | 341 |
|
|
2023
Q2 | $557K | Buy |
+4,609
| New | +$557K | 0.01% | 363 |
|