New England Capital Financial Advisors’s Polaris PII Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10.8K Buy
265
+4
+2% +$163 ﹤0.01% 246
2025
Q1
$10.7K Buy
261
+4
+2% +$164 0.01% 226
2024
Q4
$14.8K Buy
257
+3
+1% +$173 0.01% 204
2024
Q3
$21.2K Buy
254
+2
+0.8% +$167 0.01% 173
2024
Q2
$19.7K Buy
252
+2
+0.8% +$157 0.01% 179
2024
Q1
$25K Buy
+250
New +$25K 0.01% 156