Moody National Bank Trust Division’s Polaris PII Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-4,982
Closed -$390K 480
2024
Q2
$390K Sell
4,982
-1,029
-17% -$80.6K 0.03% 348
2024
Q1
$602K Buy
6,011
+3,217
+115% +$322K 0.05% 297
2023
Q4
$265K Buy
+2,794
New +$265K 0.02% 422