Reilly Financial Advisors’s Polaris PII Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-770
Closed -$71K 911
2020
Q2
$71K Hold
770
0.01% 267
2020
Q1
$37K Buy
+770
New +$37K 0.01% 337