PSI Advisors’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4
| Closed | -$333 | – | 906 |
|
|
2024
Q3 | $333 | Hold |
4
| – | – | ﹤0.01% | 828 |
|
|
2024
Q2 | $313 | Hold |
4
| – | – | ﹤0.01% | 813 |
|
|
2024
Q1 | $400 | Hold |
4
| – | – | ﹤0.01% | 744 |
|
|
2023
Q4 | $379 | Hold |
4
| – | – | ﹤0.01% | 810 |
|
|
2023
Q3 | $417 | Hold |
4
| – | – | ﹤0.01% | 782 |
|
|
2023
Q2 | $484 | Hold |
4
| – | – | ﹤0.01% | 770 |
|
|
2023
Q1 | $443 | Hold |
4
| – | – | ﹤0.01% | 718 |
|
|
2022
Q4 | $404 | Hold |
4
| – | – | ﹤0.01% | 714 |
|
|
2022
Q3 | $0 | Buy |
+4
| New | – | ﹤0.01% | 819 |
|
|
2022
Q2 | – | Sell |
-4
| Closed | – | – | 838 |
|
|
2022
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 784 |
|
|
2021
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 807 |
|
|
2020
Q1 | – | Sell |
-100
| Closed | -$10K | – | 453 |
|
|
2019
Q4 | $10K | Buy |
+100
| New | +$10K | 0.01% | 471 |
|