Pinnacle Summer Investments’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-336
| Closed | -$50K | – | 1035 |
|
|
2015
Q2 | $50K | Sell |
336
-65
| -16% | -$9.67K | 0.01% | 317 |
|
|
2015
Q1 | $57K | Hold |
401
| – | – | 0.01% | 490 |
|
|
2014
Q4 | $58K | Hold |
401
| – | – | 0.01% | 499 |
|
|
2014
Q3 | $60K | Hold |
401
| – | – | 0.01% | 497 |
|
|
2014
Q2 | $60K | Buy |
+401
| New | +$60K | 0.01% | 475 |
|