SBA
Secrest Blakey & Associates’s Polaris PII Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $425K | Hold |
4,500
| – | – | 0.97% | 32 |
|
|
2020
Q2 | $416K | Sell |
4,500
-1,000
| -18% | -$92.4K | 1% | 37 |
|
|
2020
Q1 | $265K | Buy |
5,500
+1,000
| +22% | +$48.2K | 0.72% | 42 |
|
|
2019
Q4 | $458K | Sell |
4,500
-1,300
| -22% | -$132K | 1.01% | 37 |
|
|
2019
Q3 | $510K | Hold |
5,800
| – | – | 0.42% | 65 |
|
|
2019
Q2 | $529K | Hold |
5,800
| – | – | 0.46% | 64 |
|
|
2019
Q1 | $490K | Hold |
5,800
| – | – | 0.48% | 60 |
|
|
2018
Q4 | $445K | Hold |
5,800
| – | – | 0.37% | 67 |
|
|
2018
Q3 | $586K | Hold |
5,800
| – | – | 0.45% | 57 |
|
|
2018
Q2 | $709K | Hold |
5,800
| – | – | 0.56% | 49 |
|
|
2018
Q1 | $664K | Hold |
5,800
| – | – | 0.57% | 52 |
|
|
2017
Q4 | $719K | Buy |
+5,800
| New | +$719K | 0.58% | 46 |
|