Parasol Investment Management’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-500
| Closed | -$41K | – | 130 |
|
|
2016
Q4 | $41K | Hold |
500
| – | – | 0.04% | 102 |
|
|
2016
Q3 | $39K | Hold |
500
| – | – | 0.04% | 108 |
|
|
2016
Q2 | $41K | Hold |
500
| – | – | 0.04% | 101 |
|
|
2016
Q1 | $49K | Hold |
500
| – | – | 0.05% | 88 |
|
|
2015
Q4 | $43K | Hold |
500
| – | – | 0.04% | 89 |
|
|
2015
Q3 | $60K | Hold |
500
| – | – | 0.05% | 84 |
|
|
2015
Q2 | $74K | Hold |
500
| – | – | 0.05% | 93 |
|
|
2015
Q1 | $71K | Hold |
500
| – | – | 0.04% | 92 |
|
|
2014
Q4 | $76K | Hold |
500
| – | – | 0.05% | 92 |
|
|
2014
Q3 | $75K | Hold |
500
| – | – | 0.05% | 86 |
|
|
2014
Q2 | $65K | Hold |
500
| – | – | 0.04% | 92 |
|
|
2014
Q1 | $70K | Hold |
500
| – | – | 0.05% | 66 |
|
|
2013
Q4 | $73K | Buy |
+500
| New | +$73K | 0.05% | 64 |
|