Silver Oak Securities’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-349
| Closed | -$36.3K | – | 527 |
|
|
2023
Q3 | $36.3K | Sell |
349
-4,284
| -92% | -$446K | 0.01% | 385 |
|
|
2023
Q2 | $560K | Buy |
+4,633
| New | +$560K | 0.09% | 206 |
|
|
2022
Q4 | – | Sell |
-349
| Closed | -$36.3K | – | 431 |
|
|
2022
Q3 | $36.3K | Buy |
+349
| New | +$36.3K | 0.01% | 385 |
|