SevenBridge Financial Group’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-498
| Closed | -$45K | – | 452 |
|
|
2019
Q2 | $45K | Sell |
498
-490
| -50% | -$44.3K | 0.02% | 291 |
|
|
2019
Q1 | $83K | Hold |
988
| – | – | 0.03% | 184 |
|
|
2018
Q4 | $76K | Sell |
988
-737
| -43% | -$56.7K | 0.05% | 173 |
|
|
2018
Q3 | $174K | Sell |
1,725
-507
| -23% | -$51.1K | 0.09% | 139 |
|
|
2018
Q2 | $273K | Sell |
2,232
-200
| -8% | -$24.5K | 0.15% | 113 |
|
|
2018
Q1 | $279K | Sell |
2,432
-1,129
| -32% | -$130K | 0.16% | 110 |
|
|
2017
Q4 | $442K | Sell |
3,561
-1,330
| -27% | -$165K | 0.24% | 92 |
|
|
2017
Q3 | $512K | Sell |
4,891
-574
| -11% | -$60.1K | 0.29% | 85 |
|
|
2017
Q2 | $504K | Sell |
5,465
-8,353
| -60% | -$770K | 0.31% | 82 |
|
|
2017
Q1 | $1.1M | Buy |
13,818
+6,973
| +102% | +$557K | 0.72% | 42 |
|
|
2016
Q4 | $516K | Hold |
6,845
| – | – | 0.37% | 71 |
|
|
2016
Q3 | $516K | Buy |
6,845
+1,871
| +38% | +$141K | 0.38% | 71 |
|
|
2016
Q2 | $407K | Buy |
+4,974
| New | +$407K | 0.29% | 88 |
|