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Montag & Caldwell’s Polaris PII Stock Holding History

Montag & Caldwell’s Portfolio PII Stock Details PII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-41
Closed -$1.68K – 127
2025
Q1 		$1.68K Hold
41
– – ﹤0.01% 128
2024
Q4 		$2.36K Buy
+41
New +$2.36K ﹤0.01% 133