RWA Wealth Partners’s Polaris PII Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,000
Closed -$250K 586
2024
Q3
$250K Hold
3,000
﹤0.01% 511
2024
Q2
$235K Hold
3,000
﹤0.01% 498
2024
Q1
$300K Hold
3,000
﹤0.01% 458
2023
Q4
$284K Buy
+3,000
New +$284K ﹤0.01% 448