Rational Advisors’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-54
| Closed | -$5K | – | 506 |
|
|
2020
Q3 | $5K | Sell |
54
-56
| -51% | -$5.19K | ﹤0.01% | 382 |
|
|
2020
Q2 | $10K | Buy |
+110
| New | +$10K | 0.01% | 363 |
|
|
2020
Q1 | – | Sell |
-46
| Closed | -$5K | – | 427 |
|
|
2019
Q4 | $5K | Buy |
46
+14
| +44% | +$1.52K | ﹤0.01% | 495 |
|
|
2019
Q3 | $3K | Buy |
32
+15
| +88% | +$1.41K | ﹤0.01% | 544 |
|
|
2019
Q2 | $2K | Buy |
17
+14
| +467% | +$1.65K | ﹤0.01% | 541 |
|
|
2019
Q1 | $0 | Sell |
3
-2
| -40% | – | ﹤0.01% | 559 |
|
|
2018
Q4 | $0 | Sell |
5
-119
| -96% | – | ﹤0.01% | 563 |
|
|
2018
Q3 | $13K | Buy |
124
+84
| +210% | +$8.81K | ﹤0.01% | 382 |
|
|
2018
Q2 | $5K | Buy |
+40
| New | +$5K | ﹤0.01% | 393 |
|
|
2013
Q4 | $217K | Sell |
1,488
-250
| -14% | -$36.5K | 0.02% | 468 |
|
|
2013
Q3 | $225K | Sell |
1,738
-68
| -4% | -$8.8K | 0.02% | 488 |
|
|
2013
Q2 | $172K | Buy |
+1,806
| New | +$172K | 0.01% | 523 |
|