Surevest’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $3.23M | Buy |
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|
2022
Q2 | $3.3M | Buy |
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|
2022
Q1 | $3.39M | Sell |
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|
2021
Q4 | $3.92M | Sell |
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|
2021
Q3 | $4.54M | Buy |
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|
2021
Q2 | $4.92M | Sell |
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|
2021
Q1 | $5.12M | Sell |
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|
2020
Q4 | $4.1M | Sell |
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|
2020
Q3 | $4.08M | Sell |
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|
2020
Q2 | $4.38M | Sell |
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|
2020
Q1 | $2.33M | Buy |
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|
2019
Q4 | $2.16M | Buy |
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|
2019
Q3 | $1.41M | Buy |
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|
2019
Q2 | $1.28M | Buy |
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|
2019
Q1 | $694K | Buy |
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|
2018
Q4 | $235K | Buy |
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