Sound Income Strategies’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.74K | Buy |
32
+1
| +3% | +$63 | ﹤0.01% | 2191 |
|
|
2025
Q4 | $2.19K | Buy |
31
+30
| +3,000% | +$1.98K | ﹤0.01% | 2114 |
|
|
2025
Q3 | $47 | Sell |
1
-30
| -97% | -$1.62K | ﹤0.01% | 1642 |
|
|
2025
Q2 | $1.25K | Sell |
31
-12
| -28% | -$452 | ﹤0.01% | 1335 |
|
|
2025
Q1 | $1.76K | Buy |
43
+30
| +231% | +$1.43K | ﹤0.01% | 1259 |
|
|
2024
Q4 | $775 | Hold |
13
| – | – | ﹤0.01% | 1309 |
|
|
2024
Q3 | $1.11K | Hold |
13
| – | – | ﹤0.01% | 1235 |
|
|
2024
Q2 | $1.03K | Hold |
13
| – | – | ﹤0.01% | 1199 |
|
|
2024
Q1 | $1.31K | Buy |
13
+1
| +8% | +$92 | ﹤0.01% | 1137 |
|
|
2023
Q4 | $1.17K | Sell |
12
-197
| -94% | -$18K | ﹤0.01% | 1148 |
|
|
2023
Q3 | $21.8K | Sell |
209
-57
| -21% | -$6.77K | ﹤0.01% | 428 |
|
|
2023
Q2 | $32.2K | Buy |
266
+59
| +29% | +$6.52K | ﹤0.01% | 356 |
|
|
2023
Q1 | $23K | Hold |
207
| – | – | ﹤0.01% | 401 |
|
|
2022
Q4 | $20.9K | Buy |
207
+13
| +7% | +$1.35K | ﹤0.01% | 386 |
|
|
2022
Q3 | $19K | Buy |
194
+1
| +0.5% | +$112 | ﹤0.01% | 369 |
|
|
2022
Q2 | $19K | Hold |
193
| – | – | ﹤0.01% | 360 |
|
|
2022
Q1 | $20K | Buy |
193
+1
| +0.5% | +$114 | ﹤0.01% | 357 |
|
|
2021
Q4 | $21K | Buy |
192
+1
| +0.5% | +$118 | ﹤0.01% | 355 |
|
|
2021
Q3 | $23K | Hold |
191
| – | – | ﹤0.01% | 321 |
|
|
2021
Q2 | $26K | Buy |
191
+113
| +145% | +$15.3K | ﹤0.01% | 306 |
|
|
2021
Q1 | $10.3K | Sell |
78
-112
| -59% | -$13.7K | ﹤0.01% | 480 |
|
|
2020
Q4 | $18K | Buy |
190
+1
| +0.5% | +$96 | ﹤0.01% | 338 |
|
|
2020
Q3 | $18K | Buy |
189
+1
| +0.5% | +$98 | ﹤0.01% | 308 |
|
|
2020
Q2 | $17K | Buy |
188
+1
| +0.5% | +$76 | 0.01% | 300 |
|
|
2020
Q1 | $9K | Buy |
187
+110
| +143% | +$9.02K | ﹤0.01% | 356 |
|
|
2019
Q4 | $8K | Sell |
77
-40
| -34% | -$3.88K | ﹤0.01% | 376 |
|
|
2019
Q3 | $10K | Hold |
117
| – | – | ﹤0.01% | 317 |
|
|
2019
Q2 | $11K | Hold |
117
| – | – | ﹤0.01% | 319 |
|
|
2019
Q1 | $10K | Hold |
117
| – | – | ﹤0.01% | 343 |
|
|
2018
Q4 | $9K | Hold |
117
| – | – | ﹤0.01% | 355 |
|
|
2018
Q3 | $12K | Hold |
117
| – | – | 0.01% | 321 |
|
|
2018
Q2 | $14K | Buy |
117
+77
| +193% | +$9.01K | 0.01% | 263 |
|
|
2018
Q1 | $5K | Hold |
40
| – | – | ﹤0.01% | 392 |
|
|
2017
Q4 | $5K | Buy |
+40
| New | +$4.75K | ﹤0.01% | 326 |
|
Other funds holding PII
VPM
VCM
