TFO Wealth Partners’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1
| Closed | -$100 | – | 579 |
|
|
2024
Q1 | $100 | Hold |
1
| – | – | ﹤0.01% | 642 |
|
|
2023
Q4 | $95 | Hold |
1
| – | – | ﹤0.01% | 801 |
|
|
2023
Q3 | $121 | Hold |
1
| – | – | ﹤0.01% | 946 |
|
|
2023
Q2 | $121 | Hold |
1
| – | – | ﹤0.01% | 627 |
|
|
2023
Q1 | $111 | Sell |
1
-8
| -89% | -$888 | ﹤0.01% | 624 |
|
|
2022
Q4 | $926 | Buy |
+9
| New | +$926 | ﹤0.01% | 383 |
|