Summit Securities Group’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,979
| Closed | -$301K | – | 969 |
|
|
2022
Q4 | $301K | Buy |
+2,979
| New | +$301K | 0.01% | 235 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 297 |
|
|
2015
Q4 | – | Sell |
-800
| Closed | -$96K | – | 347 |
|
|
2015
Q3 | $96K | Sell |
800
-200
| -20% | -$24K | 0.07% | 104 |
|
|
2015
Q2 | $148K | Sell |
1,000
-300
| -23% | -$44.4K | 0.07% | 91 |
|
|
2015
Q1 | $183K | Sell |
1,300
-8,700
| -87% | -$1.22M | 0.14% | 81 |
|
|
2014
Q4 | $1.51M | Buy |
10,000
+8,600
| +614% | +$1.3M | 0.43% | 49 |
|
|
2014
Q3 | $210K | Buy |
+1,400
| New | +$210K | 0.06% | 198 |
|