Sweet Financial Partners’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,142
| Closed | -$214K | – | 197 |
|
|
2024
Q1 | $214K | Buy |
2,142
+2
| +0.1% | +$200 | 0.05% | 187 |
|
|
2023
Q4 | $203K | Buy |
2,140
+1
| +0% | +$95 | 0.05% | 178 |
|
|
2023
Q3 | $223K | Buy |
2,139
+2
| +0.1% | +$208 | 0.06% | 162 |
|
|
2023
Q2 | $258K | Sell |
2,137
-95
| -4% | -$11.5K | 0.07% | 151 |
|
|
2023
Q1 | $247K | Buy |
2,232
+1
| +0% | +$111 | 0.07% | 157 |
|
|
2022
Q4 | $225K | Buy |
2,231
+84
| +4% | +$8.49K | 0.07% | 155 |
|
|
2022
Q3 | $205K | Buy |
2,147
+1
| +0% | +$95 | 0.07% | 157 |
|
|
2022
Q2 | $213K | Buy |
2,146
+187
| +10% | +$18.6K | 0.07% | 157 |
|
|
2022
Q1 | $206K | Buy |
+1,959
| New | +$206K | 0.06% | 162 |
|