TD Ameritrade Investment Management’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-575
| Closed | -$54K | – | 688 |
|
|
2021
Q3 | $54K | Buy |
575
+32
| +6% | +$3.01K | ﹤0.01% | 317 |
|
|
2021
Q2 | $74K | Buy |
543
+2
| +0.4% | +$273 | ﹤0.01% | 308 |
|
|
2021
Q1 | $52K | Hold |
541
| – | – | ﹤0.01% | 332 |
|
|
2020
Q4 | $52K | Sell |
541
-34
| -6% | -$3.27K | ﹤0.01% | 332 |
|
|
2020
Q3 | $54K | Buy |
575
+96
| +20% | +$9.02K | ﹤0.01% | 317 |
|
|
2020
Q2 | $44K | Buy |
479
+141
| +42% | +$13K | ﹤0.01% | 321 |
|
|
2020
Q1 | $16K | Buy |
+338
| New | +$16K | ﹤0.01% | 375 |
|
|
2019
Q3 | – | Sell |
-3
| Closed | – | – | 702 |
|
|
2019
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 675 |
|
|
2019
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 610 |
|
|
2018
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 611 |
|
|
2018
Q3 | $0 | Sell |
3
-43
| -93% | – | ﹤0.01% | 590 |
|
|
2018
Q2 | $6K | Buy |
+46
| New | +$6K | ﹤0.01% | 251 |
|