Ritholtz Wealth Management’s Polaris PII Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-2,359	Closed	-$224K	–	818
2023 Q4	$224K	Buy	2,359 +192	+9%	+$18.2K	0.01%	674
2023 Q3	$226K	Buy	+2,167	New	+$226K	0.01%	624