Tradition Wealth Management’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-654
| Closed | -$62K | – | 964 |
|
|
2023
Q4 | $62K | Buy |
654
+1
| +0.2% | +$95 | 0.01% | 576 |
|
|
2023
Q3 | $68K | Hold |
653
| – | – | 0.01% | 533 |
|
|
2023
Q2 | $79K | Buy |
653
+1
| +0.2% | +$121 | 0.01% | 509 |
|
|
2023
Q1 | $72K | Buy |
652
+400
| +159% | +$44.2K | 0.01% | 524 |
|
|
2022
Q4 | $25K | Buy |
252
+1
| +0.4% | +$99 | ﹤0.01% | 700 |
|
|
2022
Q3 | $24K | Buy |
251
+41
| +20% | +$3.92K | ﹤0.01% | 713 |
|
|
2022
Q2 | $21K | Hold |
210
| – | – | ﹤0.01% | 639 |
|
|
2022
Q1 | $22K | Buy |
210
+1
| +0.5% | +$105 | ﹤0.01% | 694 |
|
|
2021
Q4 | $23K | Buy |
209
+1
| +0.5% | +$110 | ﹤0.01% | 698 |
|
|
2021
Q3 | $25K | Hold |
208
| – | – | ﹤0.01% | 674 |
|
|
2021
Q2 | $28K | Sell |
208
-200
| -49% | -$26.9K | ﹤0.01% | 681 |
|
|
2021
Q1 | $54K | Buy |
408
+1
| +0.2% | +$132 | 0.01% | 419 |
|
|
2020
Q4 | $39K | Buy |
+407
| New | +$39K | 0.01% | 456 |
|