Private Advisor Group’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $209K | Sell |
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|
2024
Q3 | $334K | Sell |
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|
2024
Q2 | $314K | Sell |
|
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|
2024
Q1 | $417K | Buy |
|
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|
2023
Q4 | $258K | Sell |
|
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|
2023
Q3 | $474K | Sell |
|
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|
2023
Q2 | $568K | Sell |
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|
2023
Q1 | $525K | Buy |
|
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|
2022
Q4 | – | Sell |
|
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|
2022
Q3 | $458K | Sell |
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|
2022
Q2 | $497K | Sell |
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|
2022
Q1 | $571K | Buy |
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|
2021
Q4 | $592K | Sell |
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|
2021
Q3 | $647K | Sell |
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|
2021
Q2 | $741K | Sell |
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|
2021
Q1 | $1.2M | Buy |
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|
2020
Q4 | $858K | Buy |
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|
2020
Q3 | $709K | Buy |
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|
2020
Q2 | $645K | Buy |
|
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|
2020
Q1 | $297K | Sell |
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|
2019
Q4 | $960K | Buy |
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|
2019
Q3 | $744K | Sell |
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|
2019
Q2 | $780K | Sell |
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|
2019
Q1 | $732K | Sell |
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|
2018
Q4 | $681K | Buy |
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|
2018
Q3 | $859K | Buy |
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|
2018
Q2 | $596K | Buy |
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|
2018
Q1 | $372K | Sell |
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|
2017
Q4 | $595K | Sell |
|
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|
2017
Q3 | $872K | Buy |
|
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|
2017
Q2 | $737K | Sell |
|
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|
2017
Q1 | $673K | Buy |
|
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|
2016
Q4 | $683K | Sell |
|
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|
2016
Q3 | $630K | Buy |
|
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|
2016
Q2 | $692K | Sell |
|
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|
2016
Q1 | $831K | Buy |
|
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|
2015
Q4 | $646K | Sell |
|
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|
2015
Q3 | $902K | Buy |
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|
2015
Q2 | $881K | Buy |
|
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|
2015
Q1 | $732K | Sell |
|
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|
2014
Q4 | $1.21M | Sell |
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|
2014
Q3 | $1.77M | Buy |
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|
2014
Q2 | $997K | Buy |
|
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|
2014
Q1 | $1.03M | Sell |
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|
2013
Q4 | $1.44M | Buy |
|