TCI Wealth Advisors’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-22
| Closed | -$2.43K | – | 1658 |
|
|
2023
Q1 | $2.43K | Buy |
22
+6
| +38% | +$665 | ﹤0.01% | 1913 |
|
|
2022
Q4 | $1.62K | Hold |
16
| – | – | ﹤0.01% | 2021 |
|
|
2022
Q3 | $2K | Buy |
16
+4
| +33% | +$448 | ﹤0.01% | 1971 |
|
|
2022
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 2187 |
|
|
2022
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 2137 |
|
|
2021
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 2223 |
|
|
2021
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 2291 |
|
|
2021
Q2 | $2K | Hold |
12
| – | – | ﹤0.01% | 2064 |
|
|
2021
Q1 | $2K | Hold |
12
| – | – | ﹤0.01% | 1844 |
|
|
2020
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 1431 |
|
|
2020
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 1390 |
|
|
2020
Q2 | $1K | Buy |
+12
| New | +$915 | ﹤0.01% | 1317 |
|
|
2018
Q4 | – | Sell |
-4
| Closed | – | – | 1600 |
|
|
2018
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 1548 |
|
|
2018
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 1577 |
|
|
2018
Q1 | $0 | Sell |
4
-9
| -69% | -$1.08K | ﹤0.01% | 1424 |
|
|
2017
Q4 | $2K | Hold |
13
| – | – | ﹤0.01% | 1041 |
|
|
2017
Q3 | $1K | Buy |
+13
| New | +$1.23K | ﹤0.01% | 1176 |
|
|
2016
Q1 | – | Sell |
-160
| Closed | -$14K | – | 1389 |
|
|
2015
Q4 | $14K | Buy |
+160
| New | +$17K | 0.01% | 501 |
|
|
2015
Q1 | – | Sell |
-17
| Closed | -$3K | – | 935 |
|
|
2014
Q4 | $3K | Hold |
17
| – | – | ﹤0.01% | 672 |
|
|
2014
Q3 | $3K | Buy |
+17
| New | +$2.46K | ﹤0.01% | 672 |
|
Other funds holding PII
BGC
CIM
