RIA
Regal Investment Advisors’s Polaris PII Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-20,027
| Closed | -$1.68M | – | 273 |
|
|
2017
Q1 | $1.68M | Sell |
20,027
-2,776
| -12% | -$233K | 0.44% | 79 |
|
|
2016
Q4 | $1.88M | Sell |
22,803
-340
| -1% | -$28K | 0.52% | 70 |
|
|
2016
Q3 | $1.79M | Sell |
23,143
-2,141
| -8% | -$166K | 0.51% | 69 |
|
|
2016
Q2 | $2.07M | Sell |
25,284
-862
| -3% | -$70.5K | 0.57% | 72 |
|
|
2016
Q1 | $2.58M | Buy |
26,146
+210
| +0.8% | +$20.7K | 0.7% | 62 |
|
|
2015
Q4 | $2.23M | Buy |
25,936
+3,129
| +14% | +$269K | 0.58% | 68 |
|
|
2015
Q3 | $2.73M | Buy |
22,807
+1,647
| +8% | +$197K | 0.71% | 47 |
|
|
2015
Q2 | $3.13M | Buy |
21,160
+1,670
| +9% | +$247K | 0.85% | 30 |
|
|
2015
Q1 | $2.75M | Buy |
+19,490
| New | +$2.75M | 0.68% | 49 |
|
|
2014
Q1 | – | Sell |
-96
| Closed | -$14K | – | 930 |
|
|
2013
Q4 | $14K | Buy |
+96
| New | +$14K | 0.01% | 524 |
|
|
2013
Q3 | – | Hold |
0
| – | – | – | 936 |
|
|
2013
Q2 | – | Hold |
0
| – | – | – | 915 |
|