Nisa Investment 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 | $152K | Sell |
3,735
-7,421
| -67% | -$302K | ﹤0.01% | 1286 |
|
|
2025
Q1 | $457K | Sell |
11,156
-8,759
| -44% | -$359K | ﹤0.01% | 1030 |
|
|
2024
Q4 | $1.15M | Sell |
19,915
-4,620
| -19% | -$266K | ﹤0.01% | 831 |
|
|
2024
Q3 | $2.04M | Buy |
24,535
+300
| +1% | +$25K | 0.01% | 671 |
|
|
2024
Q2 | $1.9M | Sell |
24,235
-30
| -0.1% | -$2.35K | 0.01% | 717 |
|
|
2024
Q1 | $2.43M | Hold |
24,265
| – | – | 0.02% | 644 |
|
|
2023
Q4 | $2.3M | Sell |
24,265
-32
| -0.1% | -$3.03K | 0.02% | 627 |
|
|
2023
Q3 | $2.53M | Hold |
24,297
| – | – | 0.02% | 603 |
|
|
2023
Q2 | $2.94M | Hold |
24,297
| – | – | 0.02% | 560 |
|
|
2023
Q1 | $2.69M | Hold |
24,297
| – | – | 0.02% | 582 |
|
|
2022
Q4 | $2.45M | Sell |
24,297
-1,100
| -4% | -$111K | 0.02% | 673 |
|
|
2022
Q3 | $2.43M | Sell |
25,397
-8
| -0% | -$765 | 0.02% | 574 |
|
|
2022
Q2 | $2.52M | Buy |
25,405
+50
| +0.2% | +$4.96K | 0.02% | 570 |
|
|
2022
Q1 | $2.67M | Hold |
25,355
| – | – | 0.02% | 588 |
|
|
2021
Q4 | $2.86M | Sell |
25,355
-4,435
| -15% | -$499K | 0.02% | 544 |
|
|
2021
Q3 | $3.57K | Hold |
29,790
| – | – | 0.02% | 548 |
|
|
2021
Q2 | $4.08K | Hold |
29,790
| – | – | 0.03% | 513 |
|
|
2021
Q1 | $3.98K | Sell |
29,790
-150
| -0.5% | -$20 | 0.03% | 509 |
|
|
2020
Q4 | $2.85M | Buy |
29,940
+50
| +0.2% | +$4.77K | 0.02% | 599 |
|
|
2020
Q3 | $2.82M | Hold |
29,890
| – | – | 0.02% | 511 |
|
|
2020
Q2 | $2.77M | Sell |
29,890
-1,850
| -6% | -$171K | 0.03% | 495 |
|
|
2020
Q1 | $1.53M | Sell |
31,740
-50
| -0.2% | -$2.41K | 0.02% | 592 |
|
|
2019
Q4 | $3.23M | Sell |
31,790
-1,000
| -3% | -$102K | 0.03% | 497 |
|
|
2019
Q3 | $2.89M | Hold |
32,790
| – | – | 0.03% | 527 |
|
|
2019
Q2 | $2.99M | Sell |
32,790
-1,400
| -4% | -$128K | 0.03% | 506 |
|
|
2019
Q1 | $2.89M | Sell |
34,190
-36
| -0.1% | -$3.04K | 0.03% | 510 |
|
|
2018
Q4 | $2.62M | Sell |
34,226
-4,875
| -12% | -$374K | 0.03% | 492 |
|
|
2018
Q3 | $3.95M | Buy |
39,101
+3,280
| +9% | +$331K | 0.04% | 430 |
|
|
2018
Q2 | $4.38M | Sell |
35,821
-1,293
| -3% | -$158K | 0.05% | 387 |
|
|
2018
Q1 | $4.25M | Buy |
37,114
+566
| +2% | +$64.8K | 0.04% | 388 |
|
|
2017
Q4 | $4.53M | Buy |
36,548
+5,458
| +18% | +$677K | 0.05% | 362 |
|
|
2017
Q3 | $3.25M | Buy |
31,090
+100
| +0.3% | +$10.5K | 0.04% | 449 |
|
|
2017
Q2 | $2.83M | Sell |
30,990
-44
| -0.1% | -$4.01K | 0.03% | 493 |
|
|
2017
Q1 | $2.6M | Buy |
31,034
+550
| +2% | +$46.1K | 0.03% | 520 |
|
|
2016
Q4 | $2.51M | Sell |
30,484
-8,096
| -21% | -$667K | 0.03% | 531 |
|
|
2016
Q3 | $2.99M | Buy |
38,580
+951
| +3% | +$73.7K | 0.04% | 437 |
|
|
2016
Q2 | $3.08M | Buy |
37,629
+7,689
| +26% | +$629K | 0.04% | 422 |
|
|
2016
Q1 | $2.95M | Sell |
29,940
-100
| -0.3% | -$9.85K | 0.04% | 421 |
|
|
2015
Q4 | $2.58M | Sell |
30,040
-200
| -0.7% | -$17.2K | 0.04% | 460 |
|
|
2015
Q3 | $3.64M | Sell |
30,240
-7,900
| -21% | -$950K | 0.06% | 353 |
|
|
2015
Q2 | $5.65M | Sell |
38,140
-500
| -1% | -$74.1K | 0.08% | 257 |
|
|
2015
Q1 | $5.45M | Buy |
38,640
+700
| +2% | +$98.8K | 0.08% | 271 |
|
|
2014
Q4 | $5.74M | Sell |
37,940
-2,600
| -6% | -$393K | 0.08% | 248 |
|
|
2014
Q3 | $6.07M | Buy |
40,540
+1,200
| +3% | +$180K | 0.09% | 227 |
|
|
2014
Q2 | $5.12M | Hold |
39,340
| – | – | 0.07% | 266 |
|
|
2014
Q1 | $5.5M | Sell |
39,340
-1,300
| -3% | -$182K | 0.08% | 251 |
|
|
2013
Q4 | $5.92M | Buy |
40,640
+1,400
| +4% | +$204K | 0.08% | 229 |
|
|
2013
Q3 | $5.07M | Sell |
39,240
-800
| -2% | -$103K | 0.08% | 242 |
|
|
2013
Q2 | $3.8M | Buy |
+40,040
| New | +$3.8M | 0.06% | 305 |
|