SeaCrest Wealth Management’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-171
| Closed | -$17K | – | 1256 |
|
|
2022
Q2 | $17K | Buy |
+171
| New | +$17K | ﹤0.01% | 1548 |
|
|
2019
Q2 | – | Sell |
-170
| Closed | -$14K | – | 1481 |
|
|
2019
Q1 | $14K | Hold |
170
| – | – | ﹤0.01% | 1420 |
|
|
2018
Q4 | $13K | Buy |
170
+1
| +0.6% | +$76 | ﹤0.01% | 1413 |
|
|
2018
Q3 | $17K | Hold |
169
| – | – | ﹤0.01% | 1450 |
|
|
2018
Q2 | $21K | Sell |
169
-17
| -9% | -$2.11K | ﹤0.01% | 1347 |
|
|
2018
Q1 | $21K | Hold |
186
| – | – | ﹤0.01% | 1313 |
|
|
2017
Q4 | $23K | Buy |
+186
| New | +$23K | ﹤0.01% | 1292 |
|