Total Clarity Wealth Management’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-50
| Closed | -$5K | – | 779 |
|
|
2022
Q2 | $5K | Sell |
50
-4,145
| -99% | -$415K | ﹤0.01% | 821 |
|
|
2022
Q1 | $442K | Sell |
4,195
-6
| -0.1% | -$632 | 0.24% | 112 |
|
|
2021
Q4 | $462K | Buy |
4,201
+6
| +0.1% | +$660 | 0.21% | 108 |
|
|
2021
Q3 | $502K | Buy |
4,195
+20
| +0.5% | +$2.39K | 0.24% | 107 |
|
|
2021
Q2 | $572K | Hold |
4,175
| – | – | 0.32% | 93 |
|
|
2021
Q1 | $557K | Buy |
4,175
+40
| +1% | +$5.34K | 0.32% | 77 |
|
|
2020
Q4 | $394K | Buy |
+4,135
| New | +$394K | 0.27% | 95 |
|
|
2020
Q1 | – | Sell |
-50
| Closed | -$5K | – | 477 |
|
|
2019
Q4 | $5K | Buy |
+50
| New | +$5K | ﹤0.01% | 589 |
|