Principal Securities’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.8K | Sell |
487
-1,105
| -69% | -$45K | ﹤0.01% | 2325 |
|
|
2025
Q1 | $91.7K | Hold |
1,592
| – | – | ﹤0.01% | 1478 |
|
|
2024
Q4 | $91.7K | Sell |
1,592
-3
| -0.2% | -$173 | ﹤0.01% | 1476 |
|
|
2024
Q3 | $133K | Sell |
1,595
-239
| -13% | -$19.9K | ﹤0.01% | 1266 |
|
|
2024
Q2 | $144K | Buy |
1,834
+396
| +28% | +$31K | ﹤0.01% | 1183 |
|
|
2024
Q1 | $144K | Buy |
1,438
+11
| +0.8% | +$1.1K | ﹤0.01% | 1144 |
|
|
2023
Q4 | $135K | Buy |
+1,427
| New | +$135K | 0.01% | 1083 |
|