PSIWM
Paradigm Strategies in Wealth Management’s Polaris PII Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,331
| Closed | -$277K | – | 54 |
|
|
2024
Q3 | $277K | Buy |
3,331
+26
| +0.8% | +$2.16K | 0.17% | 40 |
|
|
2024
Q2 | $259K | Buy |
3,305
+28
| +0.9% | +$2.19K | 0.16% | 41 |
|
|
2024
Q1 | $328K | Buy |
3,277
+23
| +0.7% | +$2.3K | 0.2% | 36 |
|
|
2023
Q4 | $308K | Buy |
3,254
+23
| +0.7% | +$2.18K | 0.2% | 36 |
|
|
2023
Q3 | $336K | Hold |
3,231
| – | – | 0.21% | 35 |
|
|
2023
Q2 | $391K | Hold |
3,231
| – | – | 0.26% | 28 |
|
|
2023
Q1 | $357K | Hold |
3,231
| – | – | 0.28% | 27 |
|
|
2022
Q4 | $326K | Buy |
3,231
+513
| +19% | +$51.8K | 0.29% | 29 |
|
|
2022
Q3 | $260K | Hold |
2,718
| – | – | 0.24% | 31 |
|
|
2022
Q2 | $270K | Hold |
2,718
| – | – | 0.29% | 32 |
|
|
2022
Q1 | $286K | Hold |
2,718
| – | – | 0.3% | 33 |
|
|
2021
Q4 | $299K | Hold |
2,718
| – | – | 0.3% | 33 |
|
|
2021
Q3 | $325K | Buy |
2,718
+1,000
| +58% | +$120K | 0.31% | 35 |
|
|
2021
Q2 | $235K | Hold |
1,718
| – | – | 0.21% | 40 |
|
|
2021
Q1 | $229K | Buy |
+1,718
| New | +$229K | 0.22% | 39 |
|