Plante Moran Financial Advisors’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.3K | Hold |
597
| – | – | ﹤0.01% | 450 |
|
|
2025
Q1 | $24.4K | Buy |
+597
| New | +$24.4K | ﹤0.01% | 452 |
|
|
2024
Q3 | – | Sell |
-800
| Closed | -$62.6K | – | 919 |
|
|
2024
Q2 | $62.6K | Buy |
+800
| New | +$62.6K | 0.01% | 309 |
|
|
2022
Q3 | – | Sell |
-15
| Closed | -$2K | – | 1029 |
|
|
2022
Q2 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 832 |
|
|
2021
Q1 | – | Sell |
-6
| Closed | -$1K | – | 1106 |
|
|
2020
Q4 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 845 |
|
|
2018
Q3 | – | Sell |
-2,048
| Closed | -$250K | – | 828 |
|
|
2018
Q2 | $250K | Buy |
2,048
+1,238
| +153% | +$151K | 0.13% | 131 |
|
|
2018
Q1 | $93K | Hold |
810
| – | – | 0.05% | 242 |
|
|
2017
Q4 | $100K | Buy |
+810
| New | +$100K | 0.06% | 223 |
|
|
2017
Q1 | – | Sell |
-96
| Closed | -$8K | – | 990 |
|
|
2016
Q4 | $8K | Buy |
+96
| New | +$8K | 0.01% | 631 |
|
|
2014
Q4 | – | Sell |
-200
| Closed | -$30K | – | 842 |
|
|
2014
Q3 | $30K | Buy |
+200
| New | +$30K | 0.03% | 337 |
|