Rise Advisors’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.4K | Buy |
331
+6
| +2% | +$244 | 0.01% | 811 |
|
|
2025
Q1 | $13.3K | Buy |
325
+116
| +56% | +$4.75K | 0.01% | 783 |
|
|
2024
Q4 | $12K | Sell |
209
-59
| -22% | -$3.4K | 0.01% | 931 |
|
|
2024
Q3 | $22.3K | Buy |
268
+2
| +0.8% | +$167 | 0.01% | 620 |
|
|
2024
Q2 | $20.8K | Buy |
266
+32
| +14% | +$2.51K | 0.01% | 613 |
|
|
2024
Q1 | $23.4K | Buy |
+234
| New | +$23.4K | 0.01% | 540 |
|