Telemus Capital’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $847K | Buy |
8,934
+3,575
| +67% | +$339K | 0.07% | 178 |
|
|
2023
Q3 | $558K | Buy |
+5,359
| New | +$558K | 0.05% | 205 |
|
|
2016
Q3 | – | Sell |
-27,944
| Closed | -$2.29M | – | 353 |
|
|
2016
Q2 | $2.29M | Sell |
27,944
-843
| -3% | -$68.9K | 0.28% | 76 |
|
|
2016
Q1 | $2.84M | Buy |
28,787
+6,871
| +31% | +$677K | 0.47% | 55 |
|
|
2015
Q4 | $1.88M | Buy |
21,916
+6,036
| +38% | +$519K | 0.51% | 53 |
|
|
2015
Q3 | $1.9M | Buy |
15,880
+1,094
| +7% | +$131K | 0.5% | 44 |
|
|
2015
Q2 | $2.19M | Buy |
14,786
+2,578
| +21% | +$382K | 0.55% | 38 |
|
|
2015
Q1 | $1.72M | Buy |
12,208
+888
| +8% | +$125K | 0.42% | 46 |
|
|
2014
Q4 | $1.71M | Buy |
11,320
+202
| +2% | +$30.6K | 0.41% | 55 |
|
|
2014
Q3 | $1.67M | Sell |
11,118
-258
| -2% | -$38.6K | 0.45% | 54 |
|
|
2014
Q2 | $1.48M | Buy |
11,376
+105
| +0.9% | +$13.7K | 0.39% | 57 |
|
|
2014
Q1 | $1.58M | Buy |
11,271
+175
| +2% | +$24.5K | 0.43% | 55 |
|
|
2013
Q4 | $1.62M | Sell |
11,096
-225
| -2% | -$32.8K | 0.47% | 48 |
|
|
2013
Q3 | $1.46M | Buy |
+11,321
| New | +$1.46M | 0.43% | 50 |
|