Taylor Hoffman Wealth Management’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
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|
2020
Q2 | $28K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $35K | Sell |
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|
2019
Q3 | $52K | Sell |
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|
2019
Q2 | $482K | Sell |
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|
2019
Q1 | $570K | Sell |
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|
2018
Q4 | $1.46M | Sell |
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|
2018
Q3 | $2.45M | Buy |
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|
2018
Q2 | $2.31M | Buy |
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|
2018
Q1 | $1.93M | Buy |
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|
2017
Q4 | $1.16M | Buy |
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