Northwest & Ethical Investments’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-12,120
| Closed | -$1.02M | – | 379 |
|
|
2019
Q1 | $1.02M | Sell |
12,120
-362
| -3% | -$30.6K | 0.05% | 311 |
|
|
2018
Q4 | $957K | Sell |
12,482
-2,517
| -17% | -$193K | 0.06% | 314 |
|
|
2018
Q3 | $1.51M | Buy |
14,999
+1,072
| +8% | +$108K | 0.1% | 253 |
|
|
2018
Q2 | $1.7M | Sell |
13,927
-4,772
| -26% | -$583K | 0.11% | 237 |
|
|
2018
Q1 | $2.14M | Sell |
18,699
-2,853
| -13% | -$327K | 0.14% | 210 |
|
|
2017
Q4 | $2.67M | Sell |
21,552
-2,847
| -12% | -$353K | 0.17% | 174 |
|
|
2017
Q3 | $2.55M | Buy |
24,399
+1,452
| +6% | +$152K | 0.16% | 172 |
|
|
2017
Q2 | $2.12M | Sell |
22,947
-173
| -0.7% | -$16K | 0.14% | 184 |
|
|
2017
Q1 | $1.94M | Buy |
23,120
+2,958
| +15% | +$248K | 0.13% | 197 |
|
|
2016
Q4 | $1.66M | Buy |
20,162
+766
| +4% | +$63.1K | 0.11% | 212 |
|
|
2016
Q3 | $1.5M | Buy |
+19,396
| New | +$1.5M | 0.11% | 206 |
|