MAM
Morse Asset Management’s Polaris PII Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-4,118
| Closed | -$550K | – | 171 |
|
|
2021
Q1 | $550K | Buy |
+4,118
| New | +$550K | 0.14% | 111 |
|
|
2018
Q1 | – | Sell |
-10,275
| Closed | -$1.27M | – | 151 |
|
|
2017
Q4 | $1.27M | Buy |
10,275
+500
| +5% | +$62K | 0.35% | 72 |
|
|
2017
Q3 | $1.02M | Buy |
+9,775
| New | +$1.02M | 0.3% | 75 |
|
|
2017
Q2 | – | Sell |
-20,300
| Closed | -$1.7M | – | 134 |
|
|
2017
Q1 | $1.7M | Buy |
+20,300
| New | +$1.7M | 0.58% | 57 |
|