Symphony Financial’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3,715
| Closed | -$508K | – | 188 |
|
|
2021
Q1 | $508K | Buy |
+3,715
| New | +$508K | 0.13% | 110 |
|
|
2020
Q4 | – | Sell |
-2,175
| Closed | -$205K | – | 155 |
|
|
2020
Q3 | $205K | Sell |
2,175
-824
| -27% | -$77.7K | 0.08% | 131 |
|
|
2020
Q2 | $278K | Buy |
+2,999
| New | +$278K | 0.13% | 114 |
|