San Francisco Sentry Investment Group’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-28
| Closed | -$2K | – | 929 |
|
|
2019
Q3 | $2K | Hold |
28
| – | – | ﹤0.01% | 750 |
|
|
2019
Q2 | $3K | Hold |
28
| – | – | ﹤0.01% | 696 |
|
|
2019
Q1 | $2K | Sell |
28
-270
| -91% | -$19.3K | ﹤0.01% | 789 |
|
|
2018
Q4 | $23K | Hold |
298
| – | – | 0.01% | 451 |
|
|
2018
Q3 | $30K | Hold |
298
| – | – | 0.01% | 442 |
|
|
2018
Q2 | $36K | Buy |
298
+28
| +10% | +$3.38K | 0.01% | 419 |
|
|
2018
Q1 | $31K | Hold |
270
| – | – | 0.01% | 517 |
|
|
2017
Q4 | $33K | Sell |
270
-50
| -16% | -$6.11K | 0.01% | 494 |
|
|
2017
Q3 | $33K | Buy |
+320
| New | +$33K | 0.01% | 484 |
|