Sweet Financial Partners’s Polaris PII Stock Holding History

Sweet Financial Partners’s Portfolio PII Stock Details PII Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell
2024 Q1	$214K	Buy
2023 Q4	$203K	Buy
2023 Q3	$223K	Buy
2023 Q2	$258K	Sell
2023 Q1	$247K	Buy
2022 Q4	$225K	Buy
2022 Q3	$205K	Buy
2022 Q2	$213K	Buy
2022 Q1	$206K	Buy