Shine Investment Advisory Services’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $6K | Hold |
68
| – | – | ﹤0.01% | 612 |
|
|
2020
Q2 | $6K | Sell |
68
-17
| -20% | -$1.5K | ﹤0.01% | 617 |
|
|
2020
Q1 | $4K | Hold |
85
| – | – | ﹤0.01% | 637 |
|
|
2019
Q4 | $9K | Hold |
85
| – | – | ﹤0.01% | 594 |
|
|
2019
Q3 | $7K | Hold |
85
| – | – | ﹤0.01% | 624 |
|
|
2019
Q2 | $8K | Hold |
85
| – | – | ﹤0.01% | 570 |
|
|
2019
Q1 | $7K | Hold |
85
| – | – | ﹤0.01% | 601 |
|
|
2018
Q4 | $7K | Hold |
85
| – | – | ﹤0.01% | 575 |
|
|
2018
Q3 | $9K | Hold |
85
| – | – | ﹤0.01% | 535 |
|
|
2018
Q2 | $10K | Hold |
85
| – | – | 0.01% | 526 |
|
|
2018
Q1 | $10K | Buy |
85
+11
| +15% | +$1.29K | 0.01% | 531 |
|
|
2017
Q4 | $9K | Hold |
74
| – | – | ﹤0.01% | 548 |
|
|
2017
Q3 | $8K | Hold |
74
| – | – | ﹤0.01% | 564 |
|
|
2017
Q2 | $7K | Buy |
+74
| New | +$7K | ﹤0.01% | 575 |
|