MSI Financial Services’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $154K | Buy |
1,872
+82
| +5% | +$6.75K | 0.01% | 1226 |
|
|
2016
Q3 | $139K | Sell |
1,790
-53
| -3% | -$4.12K | ﹤0.01% | 1244 |
|
|
2016
Q2 | $151K | Buy |
1,843
+160
| +10% | +$13.1K | 0.01% | 1177 |
|
|
2016
Q1 | $166K | Buy |
1,683
+24
| +1% | +$2.37K | 0.01% | 1077 |
|
|
2015
Q4 | $143K | Buy |
1,659
+608
| +58% | +$52.4K | 0.01% | 1104 |
|
|
2015
Q3 | $126K | Sell |
1,051
-629
| -37% | -$75.4K | 0.01% | 825 |
|
|
2015
Q2 | $249K | Hold |
1,680
| – | – | 0.02% | 649 |
|
|
2015
Q1 | $237K | Buy |
1,680
+800
| +91% | +$113K | 0.02% | 676 |
|
|
2014
Q4 | $133K | Sell |
880
-181
| -17% | -$27.4K | 0.01% | 707 |
|
|
2014
Q3 | $159K | Sell |
1,061
-227
| -18% | -$34K | 0.02% | 661 |
|
|
2014
Q2 | $168K | Sell |
1,288
-300
| -19% | -$39.1K | 0.02% | 621 |
|
|
2014
Q1 | $222K | Sell |
1,588
-21
| -1% | -$2.94K | 0.03% | 491 |
|
|
2013
Q4 | $234K | Buy |
1,609
+214
| +15% | +$31.1K | 0.04% | 446 |
|
|
2013
Q3 | $180K | Hold |
1,395
| – | – | 0.03% | 474 |
|
|
2013
Q2 | $133K | Buy |
+1,395
| New | +$133K | 0.03% | 539 |
|