Tiemann Investment Advisors’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,190
| Closed | -$241K | – | 198 |
|
|
2024
Q4 | $241K | Sell |
4,190
-20
| -0.5% | -$1.15K | 0.11% | 165 |
|
|
2024
Q3 | $350K | Buy |
4,210
+100
| +2% | +$8.32K | 0.15% | 127 |
|
|
2024
Q2 | $322K | Sell |
4,110
-80
| -2% | -$6.27K | 0.14% | 128 |
|
|
2024
Q1 | $420K | Hold |
4,190
| – | – | 0.19% | 106 |
|
|
2023
Q4 | $397K | Sell |
4,190
-50
| -1% | -$4.74K | 0.19% | 107 |
|
|
2023
Q3 | $442K | Sell |
4,240
-50
| -1% | -$5.21K | 0.24% | 91 |
|
|
2023
Q2 | $519K | Hold |
4,290
| – | – | 0.26% | 83 |
|
|
2023
Q1 | $475K | Hold |
4,290
| – | – | 0.26% | 89 |
|
|
2022
Q4 | $433K | Hold |
4,290
| – | – | 0.25% | 95 |
|
|
2022
Q3 | $410K | Sell |
4,290
-4,000
| -48% | -$382K | 0.27% | 83 |
|
|
2022
Q2 | $823K | Sell |
8,290
-90
| -1% | -$8.94K | 0.44% | 60 |
|
|
2022
Q1 | $883K | Hold |
8,380
| – | – | 0.41% | 63 |
|
|
2021
Q4 | $921K | Sell |
8,380
-50
| -0.6% | -$5.5K | 0.39% | 64 |
|
|
2021
Q3 | $1.01M | Sell |
8,430
-75
| -0.9% | -$8.98K | 0.48% | 56 |
|
|
2021
Q2 | $1.17M | Sell |
8,505
-110
| -1% | -$15.1K | 0.54% | 52 |
|
|
2021
Q1 | $1.15M | Sell |
8,615
-590
| -6% | -$78.8K | 0.57% | 46 |
|
|
2020
Q4 | $877K | Sell |
9,205
-300
| -3% | -$28.6K | 0.47% | 54 |
|
|
2020
Q3 | $897K | Sell |
9,505
-90
| -0.9% | -$8.49K | 0.56% | 46 |
|
|
2020
Q2 | $888K | Sell |
9,595
-650
| -6% | -$60.2K | 0.61% | 46 |
|
|
2020
Q1 | $493K | Sell |
10,245
-795
| -7% | -$38.3K | 0.43% | 62 |
|
|
2019
Q4 | $1.12M | Hold |
11,040
| – | – | 0.77% | 37 |
|
|
2019
Q3 | $972K | Sell |
11,040
-480
| -4% | -$42.3K | 0.71% | 43 |
|
|
2019
Q2 | $1.05M | Sell |
11,520
-25
| -0.2% | -$2.28K | 0.76% | 40 |
|
|
2019
Q1 | $975K | Sell |
11,545
-470
| -4% | -$39.7K | 0.74% | 44 |
|
|
2018
Q4 | $921K | Sell |
12,015
-850
| -7% | -$65.2K | 0.82% | 37 |
|
|
2018
Q3 | $1.3M | Sell |
12,865
-500
| -4% | -$50.5K | 0.99% | 31 |
|
|
2018
Q2 | $1.63M | Hold |
13,365
| – | – | 1.31% | 14 |
|
|
2018
Q1 | $1.53M | Buy |
13,365
+115
| +0.9% | +$13.2K | 1.23% | 18 |
|
|
2017
Q4 | $1.64M | Sell |
13,250
-2,575
| -16% | -$319K | 1.31% | 16 |
|
|
2017
Q3 | $1.66M | Hold |
15,825
| – | – | 1.4% | 14 |
|
|
2017
Q2 | $1.46M | Hold |
15,825
| – | – | 1.31% | 19 |
|
|
2017
Q1 | $1.33M | Sell |
15,825
-250
| -2% | -$20.9K | 1.23% | 22 |
|
|
2016
Q4 | $1.32M | Sell |
16,075
-270
| -2% | -$22.2K | 1.29% | 19 |
|
|
2016
Q3 | $1.27M | Sell |
16,345
-55
| -0.3% | -$4.26K | 1.16% | 20 |
|
|
2016
Q2 | $1.34M | Sell |
16,400
-1,800
| -10% | -$147K | 1.26% | 20 |
|
|
2016
Q1 | $1.79M | Sell |
18,200
-285
| -2% | -$28.1K | 1.77% | 11 |
|
|
2015
Q4 | $1.59M | Sell |
18,485
-1,745
| -9% | -$150K | 1.61% | 12 |
|
|
2015
Q3 | $2.43M | Sell |
20,230
-1,900
| -9% | -$228K | 2.65% | 4 |
|
|
2015
Q2 | $3.28M | Sell |
22,130
-1,125
| -5% | -$167K | 3.36% | 3 |
|
|
2015
Q1 | $3.28M | Sell |
23,255
-605
| -3% | -$85.4K | 3.41% | 3 |
|
|
2014
Q4 | $3.61M | Sell |
23,860
-2,210
| -8% | -$334K | 3.88% | 2 |
|
|
2014
Q3 | $3.91M | Sell |
26,070
-25
| -0.1% | -$3.75K | 4.35% | 1 |
|
|
2014
Q2 | $3.4M | Sell |
26,095
-1,915
| -7% | -$249K | 3.77% | 2 |
|
|
2014
Q1 | $3.91M | Hold |
28,010
| – | – | 4.39% | 1 |
|
|
2013
Q4 | $4.08M | Buy |
+28,010
| New | +$4.08M | 4.83% | 1 |
|