Schubert & Co’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-34
| Closed | -$3.76K | – | 1109 |
|
|
2023
Q1 | $3.76K | Buy |
34
+3
| +10% | +$332 | ﹤0.01% | 588 |
|
|
2022
Q4 | $3.13K | Sell |
31
-11
| -26% | -$1.11K | ﹤0.01% | 631 |
|
|
2022
Q3 | $4K | Buy |
42
+14
| +50% | +$1.33K | ﹤0.01% | 524 |
|
|
2022
Q2 | $3K | Buy |
28
+17
| +155% | +$1.82K | ﹤0.01% | 636 |
|
|
2022
Q1 | $1K | Buy |
11
+2
| +22% | +$182 | ﹤0.01% | 853 |
|
|
2021
Q4 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 798 |
|