OAM
Optimal Asset Management’s Polaris PII Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $302K | Hold |
2,527
| – | – | 0.04% | 334 |
|
|
2021
Q2 | $346K | Hold |
2,527
| – | – | 0.04% | 336 |
|
|
2021
Q1 | $337K | Sell |
2,527
-5,100
| -67% | -$680K | 0.04% | 329 |
|
|
2020
Q4 | $727K | Hold |
7,627
| – | – | 0.1% | 289 |
|
|
2020
Q3 | $720K | Sell |
7,627
-2,510
| -25% | -$237K | 0.1% | 279 |
|
|
2020
Q2 | $938K | Sell |
10,137
-18,794
| -65% | -$1.74M | 0.15% | 223 |
|
|
2020
Q1 | $1.39K | Buy |
28,931
+10,963
| +61% | +$528 | 0.13% | 241 |
|
|
2019
Q4 | $1.83M | Buy |
+17,968
| New | +$1.83M | 0.28% | 135 |
|