Rockbridge Investment Management’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-50
| Closed | -$6K | – | 815 |
|
|
2021
Q3 | $6K | Sell |
50
-40
| -44% | -$4.8K | ﹤0.01% | 589 |
|
|
2021
Q2 | $12K | Hold |
90
| – | – | ﹤0.01% | 504 |
|
|
2021
Q1 | $12K | Hold |
90
| – | – | ﹤0.01% | 486 |
|
|
2020
Q4 | $9K | Hold |
90
| – | – | ﹤0.01% | 518 |
|
|
2020
Q3 | $8K | Hold |
90
| – | – | ﹤0.01% | 489 |
|
|
2020
Q2 | $8K | Buy |
+90
| New | +$8K | ﹤0.01% | 452 |
|