Montage Investments’s Polaris PII Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q3
$754K Sell
9,734
-240
-2% -$18.6K 0.41% 83
2016
Q2
$815K Buy
9,974
+2,654
+36% +$217K 0.57% 74
2016
Q1
$721K Buy
7,320
+175
+2% +$17.2K 0.51% 82
2015
Q4
$614K Buy
+7,145
New +$614K 1.21% 33