Trajan Wealth’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 |
-3,549
| Closed | -$204K | – | 179 |
|
|
2024
Q4 | $204K | Buy |
3,549
+676
| +24% | +$39K | 0.01% | 173 |
|
|
2024
Q3 | $239K | Buy |
+2,873
| New | +$239K | 0.01% | 161 |
|
|
2024
Q2 | – | Sell |
-2,431
| Closed | -$243K | – | 178 |
|
|
2024
Q1 | $243K | Buy |
+2,431
| New | +$243K | 0.02% | 152 |
|