NewEdge Advisors’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $108K | Sell |
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|
2025
Q2 | $76.3K | Buy |
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|
2025
Q1 | $57.3K | Sell |
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|
2024
Q4 | $85.6K | Sell |
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|
2024
Q3 | $154K | Sell |
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|
2024
Q2 | $181K | Sell |
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|
2024
Q1 | $308K | Sell |
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|
2023
Q4 | $382K | Sell |
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|
2023
Q3 | $464K | Sell |
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|
2023
Q2 | $554K | Sell |
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|
2023
Q1 | $534K | Sell |
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|
2022
Q4 | $29.9K | Sell |
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|
2022
Q3 | $480K | Sell |
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|
2022
Q2 | $512K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $591K | Buy |
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|
2021
Q3 | $626K | Sell |
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|
2021
Q2 | $786K | Buy |
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|
2021
Q1 | $730K | Sell |
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|
2020
Q4 | $565K | Buy |
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|
2020
Q3 | $522K | Buy |
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|
2020
Q2 | $295K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $359K | Sell |
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|
2019
Q3 | $364K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $79K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $203K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $1.82M | Buy |
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|
2015
Q2 | $2.15M | Buy |
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|
2015
Q1 | $2.02M | Buy |
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|
2014
Q4 | $2.13M | Buy |
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