Staton Financial Advisors’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $3.67M | Buy |
39,755
+125
| +0.3% | +$11.5K | 3.11% | 17 |
|
|
2017
Q1 | $3.32M | Buy |
39,630
+1,203
| +3% | +$101K | 2.85% | 19 |
|
|
2016
Q4 | $3.17M | Buy |
38,427
+5,189
| +16% | +$428K | 2.86% | 18 |
|
|
2016
Q3 | $2.57M | Buy |
33,238
+15,672
| +89% | +$1.21M | 2.36% | 23 |
|
|
2016
Q2 | $1.44M | Buy |
17,566
+11,678
| +198% | +$955K | 1.31% | 31 |
|
|
2016
Q1 | $580K | Buy |
+5,888
| New | +$580K | 0.56% | 38 |
|