Sierra Summit Advisors’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,059
| Closed | -$338K | – | 168 |
|
|
2024
Q3 | $338K | Buy |
4,059
+635
| +19% | +$52.9K | 0.08% | 126 |
|
|
2024
Q2 | $268K | Buy |
3,424
+468
| +16% | +$36.6K | 0.07% | 137 |
|
|
2024
Q1 | $296K | Buy |
2,956
+16
| +0.5% | +$1.6K | 0.08% | 127 |
|
|
2023
Q4 | $279K | Buy |
+2,940
| New | +$279K | 0.08% | 143 |
|