Optimal Asset Management’s Polaris PII Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
$302K Hold
2021
Q2
$346K Hold
2021
Q1
$337K Sell
2020
Q4
$727K Hold
2020
Q3
$720K Sell
2020
Q2
$938K Sell
2020
Q1
$1.39K Buy
2019
Q4
$1.83M Buy