Parisi Gray Wealth Management’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-230
| Closed | -$31K | – | 419 |
|
|
2021
Q2 | $31K | Buy |
+230
| New | +$31K | 0.01% | 334 |
|
|
2019
Q2 | – | Sell |
-264
| Closed | -$22K | – | 350 |
|
|
2019
Q1 | $22K | Sell |
264
-243
| -48% | -$20.3K | 0.01% | 301 |
|
|
2018
Q4 | $38K | Hold |
507
| – | – | 0.03% | 242 |
|
|
2018
Q3 | $52K | Hold |
507
| – | – | 0.03% | 221 |
|
|
2018
Q2 | $64K | Hold |
507
| – | – | 0.04% | 196 |
|
|
2018
Q1 | $58K | Sell |
507
-3
| -0.6% | -$343 | 0.04% | 197 |
|
|
2017
Q4 | $64K | Buy |
+510
| New | +$64K | 0.05% | 184 |
|