Osborn Williams & Donohoe’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $369K | Sell |
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|
2019
Q4 | $986K | Buy |
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|
2019
Q3 | $680K | Buy |
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|
2019
Q2 | $509K | Buy |
|
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|
2019
Q1 | $407K | Buy |
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|
2018
Q4 | $232K | Sell |
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|
2018
Q3 | $317K | Buy |
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|
2018
Q2 | $369K | Buy |
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|
2018
Q1 | $255K | Buy |
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|
2017
Q4 | $275K | Sell |
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|
2017
Q3 | $237K | Sell |
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|
2017
Q2 | $258K | Sell |
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|
2017
Q1 | $347K | Sell |
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|
2016
Q4 | $368K | Sell |
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|
2016
Q3 | $413K | Sell |
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|
2016
Q2 | $517K | Hold |
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|
2016
Q1 | $622K | Sell |
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|
2015
Q4 | $659K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $205K | Buy |
|