Monument Capital Management’s Polaris PII Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-19,153
Closed -$2.02M 152
2022
Q1
$2.02M Buy
19,153
+5,287
+38% +$557K 0.65% 48
2021
Q4
$1.52M Sell
13,866
-7,633
-36% -$839K 0.47% 64
2021
Q3
$2.57M Buy
+21,499
New +$2.57M 0.87% 29