Smith Salley Wealth Management’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-13,107
| Closed | -$1.38M | – | 240 |
|
|
2022
Q1 | $1.38M | Buy |
13,107
+535
| +4% | +$56.3K | 0.1% | 122 |
|
|
2021
Q4 | $1.38M | Sell |
12,572
-196
| -2% | -$21.5K | 0.1% | 128 |
|
|
2021
Q3 | $1.53M | Buy |
12,768
+621
| +5% | +$74.3K | 0.12% | 120 |
|
|
2021
Q2 | $1.66M | Sell |
12,147
-44
| -0.4% | -$6.02K | 0.13% | 109 |
|
|
2021
Q1 | $1.63M | Sell |
12,191
-6,442
| -35% | -$860K | 0.15% | 100 |
|
|
2020
Q4 | $1.78M | Buy |
+18,633
| New | +$1.78M | 0.18% | 91 |
|