Sutton Wealth Advisors’s Polaris PII Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2
| Closed | -$202 | – | 1358 |
|
|
2022
Q4 | $202 | Buy |
2
+1
| +100% | +$101 | ﹤0.01% | 1593 |
|
|
2022
Q3 | $96 | Sell |
1
-5
| -83% | -$480 | ﹤0.01% | 1606 |
|
|
2022
Q2 | $596 | Sell |
6
-1
| -14% | -$99 | ﹤0.01% | 1418 |
|
|
2022
Q1 | $737 | Buy |
7
+1
| +17% | +$105 | ﹤0.01% | 1415 |
|
|
2021
Q4 | $659 | Buy |
+6
| New | +$659 | ﹤0.01% | 1438 |
|