Patriot Investment Management Group’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,347
| Closed | -$335K | – | 243 |
|
|
2024
Q1 | $335K | Sell |
3,347
-193
| -5% | -$19.3K | 0.03% | 197 |
|
|
2023
Q4 | $335K | Sell |
3,540
-101
| -3% | -$9.57K | 0.03% | 190 |
|
|
2023
Q3 | $379K | Sell |
3,641
-105
| -3% | -$10.9K | 0.03% | 181 |
|
|
2023
Q2 | $453K | Sell |
3,746
-231
| -6% | -$27.9K | 0.04% | 170 |
|
|
2023
Q1 | $440K | Sell |
3,977
-201
| -5% | -$22.2K | 0.04% | 175 |
|
|
2022
Q4 | $448K | Buy |
4,178
+23
| +0.6% | +$2.47K | 0.04% | 175 |
|
|
2022
Q3 | $397K | Buy |
+4,155
| New | +$397K | 0.04% | 175 |
|
|
2022
Q2 | – | Sell |
-1,966
| Closed | -$207K | – | 252 |
|
|
2022
Q1 | $207K | Buy |
1,966
+11
| +0.6% | +$1.16K | 0.02% | 242 |
|
|
2021
Q4 | $214K | Buy |
1,955
+9
| +0.5% | +$985 | 0.02% | 239 |
|
|
2021
Q3 | $232K | Buy |
1,946
+9
| +0.5% | +$1.07K | 0.02% | 227 |
|
|
2021
Q2 | $265K | Buy |
1,937
+8
| +0.4% | +$1.09K | 0.02% | 215 |
|
|
2021
Q1 | $257K | Buy |
+1,929
| New | +$257K | 0.03% | 212 |
|
|
2020
Q3 | – | Sell |
-2,090
| Closed | -$193K | – | 523 |
|
|
2020
Q2 | $193K | Buy |
+2,090
| New | +$193K | 0.02% | 212 |
|
|
2020
Q1 | – | Sell |
-2,057
| Closed | -$209K | – | 218 |
|
|
2019
Q4 | $209K | Buy |
+2,057
| New | +$209K | 0.03% | 209 |
|