Pathstone Holdings’s Polaris PII Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.44M Buy
2025
Q1
$1.36M Buy
2024
Q4
$258K Buy
2024
Q3
$367K Buy
2024
Q2
$317K Buy
2024
Q1
$366K Sell
2023
Q4
$359K Buy