Stevens First Principles Investment Advisors’s Polaris PII Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2019
Q2
$97K Buy
1,060
+150
+16% +$13.7K 0.06% 78
2019
Q1
$77K Hold
910
0.05% 85
2018
Q4
$70K Sell
910
-2,450
-73% -$188K 0.05% 79
2018
Q3
$339K Buy
+3,360
New +$339K 0.19% 58