Smith Group Asset Management’s Polaris PII Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Sell
-59,675
Closed -$8.17M 388
2021
Q2
$8.17M Sell
59,675
-40
-0.1% -$5.48K 0.4% 63
2021
Q1
$7.97M Buy
59,715
+13,995
+31% +$1.87M 0.42% 64
2020
Q4
$4.36M Buy
+45,720
New +$4.36M 0.25% 65