Provenance Wealth Advisors’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9
| Closed | -$368 | – | 518 |
|
|
2025
Q1 | $368 | Hold |
9
| – | – | ﹤0.01% | 523 |
|
|
2024
Q4 | $519 | Hold |
9
| – | – | ﹤0.01% | 535 |
|
|
2024
Q3 | $749 | Hold |
9
| – | – | ﹤0.01% | 557 |
|
|
2024
Q2 | $705 | Hold |
9
| – | – | ﹤0.01% | 479 |
|
|
2024
Q1 | $901 | Hold |
9
| – | – | ﹤0.01% | 491 |
|
|
2023
Q4 | $853 | Sell |
9
-1
| -10% | -$95 | ﹤0.01% | 542 |
|
|
2023
Q3 | $1.04K | Buy |
+10
| New | +$1.04K | ﹤0.01% | 390 |
|