Secure Asset Management’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,442
| Closed | -$345K | – | 294 |
|
|
2024
Q1 | $345K | Buy |
+3,442
| New | +$345K | 0.08% | 163 |
|
|
2023
Q4 | – | Sell |
-2,012
| Closed | -$210K | – | 241 |
|
|
2023
Q3 | $210K | Hold |
2,012
| – | – | 0.06% | 203 |
|
|
2023
Q2 | $243K | Hold |
2,012
| – | – | 0.07% | 166 |
|
|
2023
Q1 | $223K | Hold |
2,012
| – | – | 0.07% | 171 |
|
|
2022
Q4 | $203K | Buy |
+2,012
| New | +$203K | 0.07% | 190 |
|