Private Trust Company’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $11.3K | Hold |
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|
2025
Q2 | $7.89K | Buy |
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|
2025
Q1 | $4.91K | Buy |
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|
2024
Q4 | $1.56K | Hold |
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|
2024
Q3 | $2.25K | Sell |
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|
2024
Q2 | $5.25K | Sell |
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|
2024
Q1 | $12.6K | Buy |
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|
2023
Q4 | $6.54K | Buy |
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|
2023
Q3 | $3.02K | Hold |
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|
2023
Q2 | $3.51K | Hold |
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|
2023
Q1 | $3.21K | Hold |
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|
2022
Q4 | $3K | Sell |
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|
2022
Q3 | $35K | Hold |
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|
2022
Q2 | $37K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $74K | Sell |
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|
2014
Q2 | $79K | Buy |
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|
2014
Q1 | $81K | Sell |
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|
2013
Q4 | $113K | Hold |
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|
2013
Q3 | $100K | Buy |
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|
2013
Q2 | $65K | Buy |
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