Sheets Smith Wealth Management’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-2,382
| Closed | -$240K | – | 311 |
|
|
2018
Q3 | $240K | Sell |
2,382
-115
| -5% | -$11.6K | 0.05% | 313 |
|
|
2018
Q2 | $305K | Buy |
2,497
+10
| +0.4% | +$1.22K | 0.07% | 261 |
|
|
2018
Q1 | $285K | Buy |
2,487
+11
| +0.4% | +$1.26K | 0.07% | 266 |
|
|
2017
Q4 | $307K | Buy |
2,476
+10
| +0.4% | +$1.24K | 0.07% | 264 |
|
|
2017
Q3 | $258K | Buy |
2,466
+12
| +0.5% | +$1.26K | 0.07% | 276 |
|
|
2017
Q2 | $226K | Buy |
2,454
+14
| +0.6% | +$1.29K | 0.06% | 278 |
|
|
2017
Q1 | $204K | Buy |
+2,440
| New | +$204K | 0.05% | 276 |
|
|
2014
Q1 | – | Sell |
-3,576
| Closed | -$521K | – | 274 |
|
|
2013
Q4 | $521K | Buy |
3,576
+265
| +8% | +$38.6K | 0.14% | 177 |
|
|
2013
Q3 | $428K | Buy |
+3,311
| New | +$428K | 0.14% | 174 |
|