STA
PII icon

Summit Trail Advisors’s Polaris PII Stock Holding History

Summit Trail Advisors’s Portfolio PII Stock Details PII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$289K Buy
+7,100
New +$289K 0.01% 937
2018
Q1 		– Sell
-250
Closed -$34K – 1324
2017
Q4 		$34K Buy
+250
New +$34K ﹤0.01% 916