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Sweet Financial Partners’s Polaris PII Stock Holding History

Sweet Financial Partners’s Portfolio PII Stock Details PII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,142
Closed -$214K – 197
2024
Q1 		$214K Buy
2,142
+2
+0.1% +$184 0.05% 187
2023
Q4 		$203K Buy
2,140
+1
+0% +$92 0.05% 178
2023
Q3 		$223K Buy
2,139
+2
+0.1% +$238 0.06% 162
2023
Q2 		$258K Sell
2,137
-95
-4% -$10.5K 0.07% 153
2023
Q1 		$247K Buy
2,232
+1
+0% +$111 0.07% 157
2022
Q4 		$225K Buy
2,231
+84
+4% +$8.75K 0.07% 155
2022
Q3 		$205K Buy
2,147
+1
+0% +$112 0.07% 157
2022
Q2 		$213K Buy
2,146
+187
+10% +$19.4K 0.07% 157
2022
Q1 		$206K Buy
+1,959
New +$223K 0.06% 162

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