Thoroughbred Financial Services’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,048
| Closed | -$213K | – | 619 |
|
|
2023
Q3 | $213K | Buy |
2,048
+348
| +20% | +$36.2K | 0.02% | 531 |
|
|
2023
Q2 | $205K | Buy |
+1,700
| New | +$205K | 0.03% | 405 |
|
|
2020
Q1 | – | Sell |
-2,826
| Closed | -$287K | – | 267 |
|
|
2019
Q4 | $287K | Sell |
2,826
-22
| -0.8% | -$2.23K | 0.1% | 198 |
|
|
2019
Q3 | $251K | Sell |
2,848
-311
| -10% | -$27.4K | 0.1% | 202 |
|
|
2019
Q2 | $288K | Sell |
3,159
-667
| -17% | -$60.9K | 0.11% | 153 |
|
|
2019
Q1 | $322K | Buy |
3,826
+68
| +2% | +$5.72K | 0.13% | 168 |
|
|
2018
Q4 | $288K | Buy |
+3,758
| New | +$288K | 0.14% | 142 |
|