National Planning Corporation’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-2,895
| Closed | -$271K | – | 731 |
|
|
2017
Q2 | $271K | Sell |
2,895
-181
| -6% | -$16.9K | 0.02% | 585 |
|
|
2017
Q1 | $252K | Buy |
3,076
+40
| +1% | +$3.28K | 0.02% | 564 |
|
|
2016
Q4 | $256K | Sell |
3,036
-103
| -3% | -$8.69K | 0.02% | 548 |
|
|
2016
Q3 | $251K | Buy |
3,139
+193
| +7% | +$15.4K | 0.02% | 533 |
|
|
2016
Q2 | $272K | Buy |
+2,946
| New | +$272K | 0.02% | 516 |
|
|
2015
Q1 | – | Sell |
-1,240
| Closed | -$186K | – | 1659 |
|
|
2014
Q4 | $186K | Buy |
+1,240
| New | +$186K | 0.01% | 693 |
|