Spire Wealth Management’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-70
| Closed | -$4.03K | – | 2556 |
|
|
2024
Q4 | $4.03K | Sell |
70
-277
| -80% | -$16K | ﹤0.01% | 2103 |
|
|
2024
Q3 | $28.9K | Buy |
347
+293
| +543% | +$24.4K | ﹤0.01% | 1322 |
|
|
2024
Q2 | $4.23K | Sell |
54
-161
| -75% | -$12.6K | ﹤0.01% | 1868 |
|
|
2024
Q1 | $21.5K | Buy |
215
+200
| +1,333% | +$20K | ﹤0.01% | 1496 |
|
|
2023
Q4 | $1.4K | Sell |
15
-256
| -94% | -$24K | ﹤0.01% | 2213 |
|
|
2023
Q3 | $28.2K | Sell |
271
-231
| -46% | -$24.1K | ﹤0.01% | 1377 |
|
|
2023
Q2 | $60.7K | Hold |
502
| – | – | ﹤0.01% | 1127 |
|
|
2023
Q1 | $55.5K | Buy |
502
+11
| +2% | +$1.22K | ﹤0.01% | 1158 |
|
|
2022
Q4 | $50K | Buy |
491
+61
| +14% | +$6.21K | ﹤0.01% | 992 |
|
|
2022
Q3 | $41K | Buy |
430
+249
| +138% | +$23.7K | ﹤0.01% | 1026 |
|
|
2022
Q2 | $18K | Sell |
181
-124
| -41% | -$12.3K | ﹤0.01% | 1718 |
|
|
2022
Q1 | $32K | Sell |
305
-108
| -26% | -$11.3K | ﹤0.01% | 1621 |
|
|
2021
Q4 | $45K | Buy |
413
+108
| +35% | +$11.8K | ﹤0.01% | 1788 |
|
|
2021
Q3 | $36K | Buy |
+305
| New | +$36K | ﹤0.01% | 1609 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 1551 |
|