Proficio Capital Partners’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-97
| Closed | -$9K | – | 1152 |
|
|
2019
Q2 | $9K | Sell |
97
-11
| -10% | -$1.02K | ﹤0.01% | 981 |
|
|
2019
Q1 | $9K | Sell |
108
-49
| -31% | -$4.08K | ﹤0.01% | 920 |
|
|
2018
Q4 | $12K | Sell |
157
-106
| -40% | -$8.1K | 0.01% | 696 |
|
|
2018
Q3 | $27K | Hold |
263
| – | – | 0.01% | 504 |
|
|
2018
Q2 | $32K | Hold |
263
| – | – | 0.01% | 464 |
|
|
2018
Q1 | $30K | Sell |
263
-15
| -5% | -$1.71K | 0.01% | 472 |
|
|
2017
Q4 | $34K | Sell |
278
-15
| -5% | -$1.84K | 0.01% | 440 |
|
|
2017
Q3 | $31K | Sell |
293
-6
| -2% | -$635 | 0.01% | 490 |
|
|
2017
Q2 | $27K | Hold |
299
| – | – | 0.01% | 523 |
|
|
2017
Q1 | $26K | Buy |
299
+109
| +57% | +$9.48K | 0.01% | 544 |
|
|
2016
Q4 | $16K | Buy |
190
+179
| +1,627% | +$15.1K | 0.01% | 509 |
|
|
2016
Q3 | $1K | Hold |
11
| – | – | ﹤0.01% | 1002 |
|
|
2016
Q2 | $1K | Hold |
11
| – | – | ﹤0.01% | 931 |
|
|
2016
Q1 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 917 |
|