Pursue Wealth Partners’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,884
| Closed | -$228K | – | 100 |
|
|
2023
Q2 | $228K | Hold |
1,884
| – | – | 0.14% | 88 |
|
|
2023
Q1 | $208K | Buy |
+1,884
| New | +$208K | 0.14% | 95 |
|
|
2022
Q2 | – | Sell |
-1,884
| Closed | -$195K | – | 196 |
|
|
2022
Q1 | $195K | Hold |
1,884
| – | – | 0.08% | 131 |
|
|
2021
Q4 | $207K | Buy |
+1,884
| New | +$207K | 0.08% | 132 |
|