Regal Investment Advisors’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
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|
2017
Q1 | $1.68M | Sell |
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|
2016
Q4 | $1.88M | Sell |
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|
2016
Q3 | $1.79M | Sell |
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|
2016
Q2 | $2.07M | Sell |
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|
2016
Q1 | $2.58M | Buy |
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|
2015
Q4 | $2.23M | Buy |
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|
2015
Q3 | $2.73M | Buy |
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|
2015
Q2 | $3.13M | Buy |
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|
2015
Q1 | $2.75M | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $14K | Buy |
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|
2013
Q3 | – | Hold |
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|
2013
Q2 | – | Hold |
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