Pettee Investors’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
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|
2020
Q1 | $304K | Hold |
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|
2019
Q4 | $641K | Hold |
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|
2019
Q3 | $555K | Hold |
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|
2019
Q2 | $575K | Hold |
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|
2019
Q1 | $532K | Hold |
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|
2018
Q4 | $483K | Hold |
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|
2018
Q3 | $636K | Hold |
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|
2018
Q2 | $770K | Hold |
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|
2018
Q1 | $722K | Buy |
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|
2017
Q4 | $744K | Hold |
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|
2017
Q3 | $628K | Buy |
|