Provenance Wealth Advisors’s Polaris PII Stock Holding History

Provenance Wealth Advisors’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 Q2	–	Sell
2025 Q1	$368	Hold
2024 Q4	$519	Hold
2024 Q3	$749	Hold
2024 Q2	$705	Hold
2024 Q1	$901	Hold
2023 Q4	$853	Sell
2023 Q3	$1.04K	Buy