Secrest Blakey & Associates’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $425K | Hold |
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|
2020
Q2 | $416K | Sell |
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|
2020
Q1 | $265K | Buy |
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|
2019
Q4 | $458K | Sell |
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|
2019
Q3 | $510K | Hold |
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|
2019
Q2 | $529K | Hold |
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|
2019
Q1 | $490K | Hold |
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|
2018
Q4 | $445K | Hold |
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|
2018
Q3 | $586K | Hold |
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|
2018
Q2 | $709K | Hold |
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|
2018
Q1 | $664K | Hold |
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|
2017
Q4 | $719K | Buy |
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