Squar Milner Financial Services’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-497
| Closed | -$23K | – | 576 |
|
|
2020
Q1 | $23K | Sell |
497
-1,199
| -71% | -$55.5K | 0.01% | 444 |
|
|
2019
Q4 | $172K | Buy |
+1,696
| New | +$172K | 0.09% | 223 |
|
|
2019
Q3 | – | Sell |
-1,273
| Closed | -$116K | – | 569 |
|
|
2019
Q2 | $116K | Buy |
1,273
+96
| +8% | +$8.75K | 0.08% | 255 |
|
|
2019
Q1 | $99K | Buy |
1,177
+295
| +33% | +$24.8K | 0.07% | 257 |
|
|
2018
Q4 | $68K | Hold |
882
| – | – | 0.07% | 258 |
|
|
2018
Q3 | $89K | Hold |
882
| – | – | 0.08% | 252 |
|
|
2018
Q2 | $108K | Buy |
+882
| New | +$108K | 0.1% | 240 |
|