Oppenheimer & Co’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $232K | Sell |
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|
2023
Q4 | $361K | Buy |
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|
2023
Q3 | $372K | Sell |
|
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|
2023
Q2 | $438K | Buy |
|
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|
2023
Q1 | $399K | Hold |
|
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|
2022
Q4 | $365K | Buy |
|
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|
2022
Q3 | $343K | Buy |
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|
2022
Q2 | $305K | Buy |
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|
2022
Q1 | $309K | Buy |
|
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|
2021
Q4 | $284K | Buy |
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|
2021
Q3 | $282K | Buy |
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|
2021
Q2 | $273K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $243K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $4M | Sell |
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|
2017
Q3 | $3.38M | Buy |
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|
2017
Q2 | $2.88M | Buy |
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|
2017
Q1 | $2.58M | Buy |
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|
2016
Q4 | $247K | Sell |
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|
2016
Q3 | $505K | Buy |
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|
2016
Q2 | $317K | Buy |
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|
2016
Q1 | $348K | Sell |
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|
2015
Q4 | $338K | Sell |
|
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|
2015
Q3 | $2.26M | Buy |
|
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|
2015
Q2 | $1.71M | Sell |
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|
2015
Q1 | $1.76M | Sell |
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|
2014
Q4 | $1.89M | Sell |
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|
2014
Q3 | $1.88M | Sell |
|
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|
2014
Q2 | $1.89M | Buy |
|
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|
2014
Q1 | $654K | Sell |
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|
2013
Q4 | $710K | Buy |
|
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|
2013
Q3 | $616K | Sell |
|
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|
2013
Q2 | $485K | Buy |
|