Segment Wealth Management’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.37M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1.71M | Sell |
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|
2018
Q2 | $2.12M | Sell |
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|
2018
Q1 | $1.99M | Buy |
|
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|
2017
Q4 | $2.15M | Sell |
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|
2017
Q3 | $1.82M | Buy |
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|
2017
Q2 | $1.57M | Buy |
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|
2017
Q1 | $1.29M | Buy |
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|
2016
Q4 | $1.17M | Buy |
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|
2016
Q3 | $1.08M | Buy |
|