Motley Fool Wealth Management’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-33,480
| Closed | -$2.81M | – | 158 |
|
|
2017
Q1 | $2.81M | Buy |
33,480
+2,234
| +7% | +$187K | 0.27% | 99 |
|
|
2016
Q4 | $2.57M | Buy |
31,246
+1,048
| +3% | +$86.3K | 0.27% | 99 |
|
|
2016
Q3 | $2.34M | Sell |
30,198
-603
| -2% | -$46.7K | 0.25% | 109 |
|
|
2016
Q2 | $2.52M | Buy |
30,801
+1,779
| +6% | +$145K | 0.28% | 104 |
|
|
2016
Q1 | $2.86M | Buy |
29,022
+2,900
| +11% | +$286K | 0.34% | 89 |
|
|
2015
Q4 | $2.25M | Buy |
26,122
+10,554
| +68% | +$907K | 0.27% | 105 |
|
|
2015
Q3 | $1.87M | Buy |
15,568
+4,493
| +41% | +$539K | 0.24% | 109 |
|
|
2015
Q2 | $1.64M | Buy |
+11,075
| New | +$1.64M | 0.26% | 111 |
|