Prestige Wealth Management Group’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38K | Buy |
34
+24
| +240% | +$976 | ﹤0.01% | 805 |
|
|
2025
Q1 | $410 | Buy |
+10
| New | +$410 | ﹤0.01% | 951 |
|
|
2023
Q1 | – | Sell |
-30
| Closed | -$3.03K | – | 1135 |
|
|
2022
Q4 | $3.03K | Buy |
+30
| New | +$3.03K | ﹤0.01% | 736 |
|
|
2019
Q1 | – | Sell |
-9
| Closed | -$1K | – | 960 |
|
|
2018
Q4 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 1097 |
|