Taylor Wealth Management Partners’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-38
| Closed | -$3K | – | 99 |
|
|
2018
Q4 | $3K | Hold |
38
| – | – | ﹤0.01% | 115 |
|
|
2018
Q3 | $4K | Hold |
38
| – | – | ﹤0.01% | 124 |
|
|
2018
Q2 | $5K | Hold |
38
| – | – | ﹤0.01% | 126 |
|
|
2018
Q1 | $4K | Hold |
38
| – | – | ﹤0.01% | 121 |
|
|
2017
Q4 | $5K | Hold |
38
| – | – | ﹤0.01% | 142 |
|
|
2017
Q3 | $4K | Hold |
38
| – | – | ﹤0.01% | 149 |
|
|
2017
Q2 | $4K | Hold |
38
| – | – | ﹤0.01% | 151 |
|
|
2017
Q1 | $3K | Hold |
38
| – | – | ﹤0.01% | 150 |
|
|
2016
Q4 | $3K | Hold |
38
| – | – | ﹤0.01% | 151 |
|
|
2016
Q3 | $3K | Hold |
38
| – | – | ﹤0.01% | 141 |
|
|
2016
Q2 | $3K | Hold |
38
| – | – | ﹤0.01% | 133 |
|
|
2016
Q1 | $4K | Hold |
38
| – | – | ﹤0.01% | 133 |
|
|
2015
Q4 | $3K | Hold |
38
| – | – | ﹤0.01% | 130 |
|
|
2015
Q3 | $5K | Hold |
38
| – | – | ﹤0.01% | 137 |
|
|
2015
Q2 | $6K | Hold |
38
| – | – | ﹤0.01% | 162 |
|
|
2015
Q1 | $5K | Buy |
+38
| New | +$5K | ﹤0.01% | 158 |
|