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SevenBridge Financial Group’s Polaris PII Stock Holding History

SevenBridge Financial Group’s Portfolio PII Stock Details PII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-498
Closed -$45K – 462
2019
Q2 		$45K Sell
498
-490
-50% -$44.6K 0.02% 304
2019
Q1 		$83K Hold
988
– – 0.04% 197
2018
Q4 		$76K Sell
988
-737
-43% -$66.2K 0.05% 173
2018
Q3 		$174K Sell
1,725
-507
-23% -$56.6K 0.09% 139
2018
Q2 		$273K Sell
2,232
-200
-8% -$23.4K 0.15% 113
2018
Q1 		$279K Sell
2,432
-1,129
-32% -$136K 0.16% 110
2017
Q4 		$442K Sell
3,561
-1,330
-27% -$158K 0.24% 92
2017
Q3 		$512K Sell
4,891
-574
-11% -$54.4K 0.29% 85
2017
Q2 		$504K Sell
5,465
-8,353
-60% -$716K 0.31% 82
2017
Q1 		$1.1M Buy
13,818
+6,973
+102% +$600K 0.72% 42
2016
Q4 		$516K Hold
6,845
– – 0.37% 71
2016
Q3 		$516K Buy
6,845
+1,871
+38% +$163K 0.38% 71
2016
Q2 		$407K Buy
+4,974
New +$441K 0.29% 88

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