PFS Investments’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-10,504
| Closed | -$1.11M | – | 441 |
|
|
2022
Q1 | $1.11M | Buy |
10,504
+1,405
| +15% | +$148K | 0.02% | 339 |
|
|
2021
Q4 | $1M | Buy |
9,099
+1,468
| +19% | +$161K | 0.02% | 339 |
|
|
2021
Q3 | $943K | Buy |
7,631
+1,857
| +32% | +$229K | 0.02% | 325 |
|
|
2021
Q2 | $786K | Buy |
5,774
+3,873
| +204% | +$527K | 0.02% | 315 |
|
|
2021
Q1 | $254K | Buy |
+1,901
| New | +$254K | 0.01% | 329 |
|