Phoenix Financial’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 |
-2,700
| Closed | -$270K | – | 405 |
|
|
2024
Q1 | $270K | Buy |
+2,700
| New | +$270K | ﹤0.01% | 340 |
|
|
2020
Q4 | – | Sell |
-11,761
| Closed | -$1.01M | – | 413 |
|
|
2020
Q3 | $1.01M | Sell |
11,761
-6,065
| -34% | -$522K | 0.04% | 196 |
|
|
2020
Q2 | $1.56M | Sell |
17,826
-6,727
| -27% | -$587K | 0.07% | 182 |
|
|
2020
Q1 | $1.15M | Buy |
+24,553
| New | +$1.15M | 0.06% | 198 |
|