Steward Partners Investment Advisory’s Plantronics, Inc. POLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-5
| Closed | – | – | 3491 |
|
|
2022
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 3460 |
|
|
2022
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 3440 |
|
|
2021
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 3380 |
|
|
2021
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 3419 |
|
|
2021
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 7543 |
|
|
2021
Q1 | $195 | Hold |
5
| – | – | ﹤0.01% | 3374 |
|
|
2020
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 3039 |
|
|
2020
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 2897 |
|
|
2020
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 2795 |
|
|
2020
Q1 | $0 | Sell |
5
-40
| -89% | -$747 | ﹤0.01% | 2770 |
|
|
2019
Q4 | $1K | Sell |
45
-65
| -59% | -$1.96K | ﹤0.01% | 2556 |
|
|
2019
Q3 | $4K | Hold |
110
| – | – | ﹤0.01% | 2329 |
|
|
2019
Q2 | $4K | Buy |
+110
| New | +$5.11K | ﹤0.01% | 2313 |
|
|
2018
Q4 | – | Sell |
-260
| Closed | -$16K | – | 2366 |
|
|
2018
Q3 | $16K | Buy |
260
+105
| +68% | +$7.18K | ﹤0.01% | 1673 |
|
|
2018
Q2 | $12K | Hold |
155
| – | – | ﹤0.01% | 1683 |
|
|
2018
Q1 | $9K | Hold |
155
| – | – | ﹤0.01% | 1626 |
|
|
2017
Q4 | $7K | Hold |
155
| – | – | ﹤0.01% | 1448 |
|
|
2017
Q3 | $6K | Hold |
155
| – | – | ﹤0.01% | 1266 |
|
|
2017
Q2 | $8K | Hold |
155
| – | – | ﹤0.01% | 1123 |
|
|
2017
Q1 | $8K | Hold |
155
| – | – | ﹤0.01% | 1015 |
|
|
2016
Q4 | $8K | Buy |
+155
| New | +$8.11K | ﹤0.01% | 602 |
|
Other funds holding POLY
Steward Partners Investment Advisory's POLY Position: Q3 2022 in Review
Steward Partners Investment Advisory sold out of Plantronics, Inc. (POLY) in Q3 2022, closing a stake of 5 shares.
Steward Partners Investment Advisory first reported a position in POLY in Q4 2016 and held it in 21 quarters. The position peaked at $16K in Q3 2018. 2 funds tracked by Wall St. Rank hold POLY as of Q3 2022.
- Steward Partners Investment Advisory reported no remaining Plantronics, Inc. position as of Q3 2022 after selling out during the quarter.
- Steward Partners Investment Advisory sold 5 Plantronics, Inc. shares in Q3 2022.
- Steward Partners Investment Advisory first reported a position in Plantronics, Inc. in Q4 2016 and held it in 21 quarters.
- Steward Partners Investment Advisory's Plantronics, Inc. position peaked at $16K in Q3 2018.
- 2 funds tracked by Wall St. Rank held Plantronics, Inc. as of Q3 2022.
Based on Steward Partners Investment Advisory's 13F filing for Q3 2022, filed 10 Nov 2022.