TA
Tiedemann Advisors’s Polaris PII Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-11,932
| Closed | -$929K | – | 310 |
|
|
2017
Q3 | $929K | Sell |
11,932
-484
| -4% | -$37.7K | 0.08% | 155 |
|
|
2017
Q2 | $1.15M | Buy |
12,416
+306
| +3% | +$28.2K | 0.08% | 192 |
|
|
2017
Q1 | $1.02M | Buy |
12,110
+384
| +3% | +$32.2K | 0.09% | 188 |
|
|
2016
Q4 | $966K | Buy |
+11,726
| New | +$966K | 0.1% | 155 |
|