Syverson Strege & Co’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6
| Closed | -$664 | – | 467 |
|
|
2023
Q1 | $664 | Hold |
6
| – | – | ﹤0.01% | 623 |
|
|
2022
Q4 | $606 | Hold |
6
| – | – | ﹤0.01% | 294 |
|
|
2022
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 273 |
|
|
2022
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 318 |
|
|
2022
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 290 |
|
|
2021
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 292 |
|
|
2021
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 435 |
|
|
2021
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 267 |
|
|
2021
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 258 |
|
|
2020
Q4 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 237 |
|