Signet Financial Management’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-215
| Closed | -$24K | – | 1025 |
|
|
2021
Q4 | $24K | Buy |
+215
| New | +$24K | ﹤0.01% | 802 |
|
|
2018
Q4 | – | Sell |
-29
| Closed | -$3K | – | 645 |
|
|
2018
Q3 | $3K | Hold |
29
| – | – | ﹤0.01% | 845 |
|
|
2018
Q2 | $4K | Hold |
29
| – | – | ﹤0.01% | 735 |
|
|
2018
Q1 | $3K | Buy |
+29
| New | +$3K | ﹤0.01% | 720 |
|
|
2017
Q4 | – | Sell |
-2,029
| Closed | -$212K | – | 215 |
|
|
2017
Q3 | $212K | Buy |
+2,029
| New | +$212K | 0.04% | 180 |
|
|
2016
Q2 | – | Sell |
-3,604
| Closed | -$355K | – | 188 |
|
|
2016
Q1 | $355K | Sell |
3,604
-1,134
| -24% | -$112K | 0.07% | 136 |
|
|
2015
Q4 | $407K | Sell |
4,738
-28
| -0.6% | -$2.41K | 0.08% | 126 |
|
|
2015
Q3 | $571K | Buy |
4,766
+263
| +6% | +$31.5K | 0.13% | 91 |
|
|
2015
Q2 | $667K | Buy |
+4,503
| New | +$667K | 0.15% | 90 |
|