Stratos Wealth Partners’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $326K | Buy |
+5,973
| New | +$374K | ﹤0.01% | 1274 |
|
|
2022
Q2 | – | Sell |
-1,966
| Closed | -$207K | – | 1276 |
|
|
2022
Q1 | $207K | Buy |
+1,966
| New | +$224K | ﹤0.01% | 1162 |
|
|
2021
Q4 | – | Sell |
-3,628
| Closed | -$434K | – | 1290 |
|
|
2021
Q3 | $434K | Sell |
3,628
-362
| -9% | -$46K | 0.01% | 805 |
|
|
2021
Q2 | $547K | Sell |
3,990
-122
| -3% | -$16.5K | 0.01% | 738 |
|
|
2021
Q1 | $549K | Buy |
4,112
+509
| +14% | +$62K | 0.02% | 691 |
|
|
2020
Q4 | $343K | Sell |
3,603
-1,374
| -28% | -$131K | 0.01% | 804 |
|
|
2020
Q3 | $470K | Buy |
4,977
+851
| +21% | +$83.8K | 0.02% | 640 |
|
|
2020
Q2 | $382K | Buy |
+4,126
| New | +$314K | 0.01% | 691 |
|
|
2020
Q1 | – | Sell |
-2,552
| Closed | -$260K | – | 1008 |
|
|
2019
Q4 | $260K | Sell |
2,552
-24
| -0.9% | -$2.33K | 0.01% | 804 |
|
|
2019
Q3 | $227K | Buy |
2,576
+21
| +0.8% | +$1.82K | 0.01% | 835 |
|
|
2019
Q2 | $233K | Sell |
2,555
-660
| -21% | -$60.1K | 0.01% | 820 |
|
|
2019
Q1 | $271K | Sell |
3,215
-24
| -0.7% | -$2.04K | 0.01% | 756 |
|
|
2018
Q4 | $248K | Sell |
3,239
-114
| -3% | -$10.2K | 0.01% | 725 |
|
|
2018
Q3 | $338K | Buy |
3,353
+42
| +1% | +$4.69K | 0.02% | 669 |
|
|
2018
Q2 | $405K | Sell |
3,311
-454
| -12% | -$53.1K | 0.02% | 632 |
|
|
2018
Q1 | $431K | Sell |
3,765
-50
| -1% | -$6.01K | 0.02% | 594 |
|
|
2017
Q4 | $473K | Sell |
3,815
-85
| -2% | -$10.1K | 0.02% | 529 |
|
|
2017
Q3 | $408K | Sell |
3,900
-204
| -5% | -$19.3K | 0.02% | 568 |
|
|
2017
Q2 | $378K | Buy |
4,104
+45
| +1% | +$3.86K | 0.02% | 550 |
|
|
2017
Q1 | $340K | Buy |
4,059
+478
| +13% | +$41.1K | 0.02% | 536 |
|
|
2016
Q4 | $295K | Sell |
3,581
-1,679
| -32% | -$137K | 0.02% | 522 |
|
|
2016
Q3 | $407K | Buy |
5,260
+717
| +16% | +$62.3K | 0.03% | 404 |
|
|
2016
Q2 | $371K | Buy |
4,543
+1,068
| +31% | +$94.7K | 0.03% | 392 |
|
|
2016
Q1 | $342K | Buy |
3,475
+384
| +12% | +$33.3K | 0.03% | 378 |
|
|
2015
Q4 | $266K | Sell |
3,091
-6,274
| -67% | -$665K | 0.02% | 449 |
|
|
2015
Q3 | $1.12M | Buy |
9,365
+1,013
| +12% | +$137K | 0.14% | 133 |
|
|
2015
Q2 | $1.24M | Sell |
8,352
-1,024
| -11% | -$147K | 0.16% | 131 |
|
|
2015
Q1 | $1.32M | Sell |
9,376
-626
| -6% | -$92.2K | 0.16% | 137 |
|
|
2014
Q4 | $1.51M | Buy |
10,002
+804
| +9% | +$121K | 0.27% | 98 |
|
|
2014
Q3 | $1.38M | Buy |
9,198
+6,288
| +216% | +$909K | 0.32% | 72 |
|
|
2014
Q2 | $381K | Buy |
+2,910
| New | +$385K | 0.13% | 189 |
|
Other funds holding PII
VPM
VCM
