Private 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 | $1.3K | Sell |
32
-154
| -83% | -$6.26K | ﹤0.01% | 1200 |
|
|
2025
Q1 | $7.62K | Buy |
186
+176
| +1,760% | +$7.21K | ﹤0.01% | 568 |
|
|
2024
Q4 | $577 | Sell |
10
-22
| -69% | -$1.27K | ﹤0.01% | 1421 |
|
|
2024
Q3 | $2.66K | Buy |
32
+18
| +129% | +$1.5K | ﹤0.01% | 966 |
|
|
2024
Q2 | $1.1K | Hold |
14
| – | – | ﹤0.01% | 1250 |
|
|
2024
Q1 | $1.4K | Hold |
14
| – | – | ﹤0.01% | 1122 |
|
|
2023
Q4 | $1.33K | Buy |
+14
| New | +$1.33K | ﹤0.01% | 1163 |
|