Tilia Fiduciary Partners’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-252
| Closed | -$30.5K | – | 366 |
|
|
2023
Q2 | $30.5K | Hold |
252
| – | – | 0.03% | 263 |
|
|
2023
Q1 | $27.9K | Hold |
252
| – | – | 0.03% | 266 |
|
|
2022
Q4 | $25.5K | Hold |
252
| – | – | 0.02% | 261 |
|
|
2022
Q3 | $25K | Hold |
252
| – | – | 0.03% | 264 |
|
|
2022
Q2 | $28K | Hold |
252
| – | – | 0.03% | 263 |
|
|
2022
Q1 | $27K | Hold |
252
| – | – | 0.02% | 278 |
|
|
2021
Q4 | $28K | Buy |
+252
| New | +$28K | 0.02% | 281 |
|