Summit Securities Group’s Polaris PII Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$139K Buy
2023
Q1
Sell
2022
Q4
$301K Buy
2016
Q1
Hold
2015
Q4
Sell
2015
Q3
$96K Sell
2015
Q2
$148K Sell
2015
Q1
$183K Sell
2014
Q4
$1.51M Buy
2014
Q3
$210K Buy