NewSquare Capital’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.59K | Buy |
113
+76
| +205% | +$3.09K | ﹤0.01% | 825 |
|
|
2025
Q1 | $1.52K | Hold |
37
| – | – | ﹤0.01% | 871 |
|
|
2024
Q4 | $2.13K | Hold |
37
| – | – | ﹤0.01% | 539 |
|
|
2024
Q3 | $3.08K | Hold |
37
| – | – | ﹤0.01% | 264 |
|
|
2024
Q2 | $2.9K | Hold |
37
| – | – | ﹤0.01% | 282 |
|
|
2024
Q1 | $3.7K | Hold |
37
| – | – | ﹤0.01% | 313 |
|
|
2023
Q4 | $3.51K | Hold |
37
| – | – | ﹤0.01% | 348 |
|
|
2023
Q3 | $3.85K | Hold |
37
| – | – | ﹤0.01% | 398 |
|
|
2023
Q2 | $4.47K | Hold |
37
| – | – | ﹤0.01% | 435 |
|
|
2023
Q1 | $4.09K | Buy |
+37
| New | +$4.09K | ﹤0.01% | 475 |
|
|
2021
Q4 | – | Sell |
-4,775
| Closed | -$571K | – | 382 |
|
|
2021
Q3 | $571K | Buy |
4,775
+30
| +0.6% | +$3.59K | 0.07% | 136 |
|
|
2021
Q2 | $650K | Buy |
4,745
+95
| +2% | +$13K | 0.08% | 132 |
|
|
2021
Q1 | $621K | Buy |
+4,650
| New | +$621K | 0.08% | 123 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 359 |
|
|
2017
Q4 | – | Sell |
-23
| Closed | -$2K | – | 358 |
|
|
2017
Q3 | $2K | Hold |
23
| – | – | ﹤0.01% | 315 |
|
|
2017
Q2 | $2K | Hold |
23
| – | – | ﹤0.01% | 304 |
|
|
2017
Q1 | $2K | Hold |
23
| – | – | ﹤0.01% | 310 |
|
|
2016
Q4 | $2K | Hold |
23
| – | – | ﹤0.01% | 318 |
|
|
2016
Q3 | $2K | Hold |
23
| – | – | ﹤0.01% | 454 |
|
|
2016
Q2 | $2K | Buy |
+23
| New | +$2K | ﹤0.01% | 330 |
|