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Partnership Wealth Management’s Polaris PII Stock Holding History

Partnership Wealth Management’s Portfolio PII Stock Details PII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,044
Closed -$170K – 148
2024
Q3 		$170K Hold
2,044
– – 0.12% 77
2024
Q2 		$160K Hold
2,044
– – 0.12% 99
2024
Q1 		$205K Hold
2,044
– – 0.14% 104
2023
Q4 		$184K Buy
+2,044
New +$184K 0.14% 102