RDFA
Ritter Daniher Financial Advisory’s Polaris PII Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-40
| Closed | -$4K | – | 258 |
|
|
2021
Q4 | $4K | Buy |
40
+1
| +3% | +$100 | ﹤0.01% | 199 |
|
|
2021
Q3 | $5K | Hold |
39
| – | – | ﹤0.01% | 182 |
|
|
2021
Q2 | $5K | Hold |
39
| – | – | ﹤0.01% | 176 |
|
|
2021
Q1 | $5K | Hold |
39
| – | – | ﹤0.01% | 167 |
|
|
2020
Q4 | $4K | Buy |
+39
| New | +$4K | ﹤0.01% | 164 |
|