SWM
Segment Wealth Management’s Polaris PII Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.37M | Buy |
+156,822
| New | +$6.37M | 0.4% | 65 |
|
|
2018
Q4 | – | Sell |
-16,936
| Closed | -$1.71M | – | 209 |
|
|
2018
Q3 | $1.71M | Sell |
16,936
-436
| -3% | -$44K | 0.37% | 86 |
|
|
2018
Q2 | $2.12M | Sell |
17,372
-15
| -0.1% | -$1.83K | 0.5% | 71 |
|
|
2018
Q1 | $1.99M | Buy |
17,387
+74
| +0.4% | +$8.47K | 0.5% | 69 |
|
|
2017
Q4 | $2.15M | Sell |
17,313
-80
| -0.5% | -$9.92K | 0.52% | 67 |
|
|
2017
Q3 | $1.82M | Buy |
17,393
+326
| +2% | +$34.1K | 0.48% | 69 |
|
|
2017
Q2 | $1.58M | Buy |
17,067
+1,687
| +11% | +$156K | 0.43% | 72 |
|
|
2017
Q1 | $1.29M | Buy |
15,380
+1,130
| +8% | +$94.7K | 0.42% | 75 |
|
|
2016
Q4 | $1.17M | Buy |
14,250
+300
| +2% | +$24.7K | 0.43% | 71 |
|
|
2016
Q3 | $1.08M | Buy |
+13,950
| New | +$1.08M | 0.43% | 69 |
|