Private Wealth Management Group’s Polaris PII Stock Holding History

Private Wealth Management Group’s Portfolio PII Stock Details PII Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3.72K	Buy
2025 Q2	$1.3K	Sell
2025 Q1	$7.62K	Buy
2024 Q4	$577	Sell
2024 Q3	$2.66K	Buy
2024 Q2	$1.1K	Hold
2024 Q1	$1.4K	Hold
2023 Q4	$1.33K	Buy