Stanford Investment Group’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-55
| Closed | -$5K | – | 209 |
|
|
2016
Q4 | $5K | Hold |
55
| – | – | ﹤0.01% | 334 |
|
|
2016
Q3 | $4K | Hold |
55
| – | – | ﹤0.01% | 378 |
|
|
2016
Q2 | $4K | Hold |
55
| – | – | ﹤0.01% | 333 |
|
|
2016
Q1 | $5K | Hold |
55
| – | – | ﹤0.01% | 327 |
|
|
2015
Q4 | $5K | Sell |
55
-220
| -80% | -$20K | ﹤0.01% | 300 |
|
|
2015
Q3 | $33K | Hold |
275
| – | – | 0.02% | 160 |
|
|
2015
Q2 | $41K | Hold |
275
| – | – | 0.03% | 145 |
|
|
2015
Q1 | $39K | Buy |
+275
| New | +$39K | 0.03% | 156 |
|