Trust Company of Vermont’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.03K | Hold |
50
| – | – | ﹤0.01% | 1005 |
|
|
2025
Q1 | $2.05K | Hold |
50
| – | – | ﹤0.01% | 941 |
|
|
2024
Q4 | $2.88K | Hold |
50
| – | – | ﹤0.01% | 926 |
|
|
2024
Q3 | $4.16K | Sell |
50
-25
| -33% | -$2.08K | ﹤0.01% | 865 |
|
|
2024
Q2 | $5.87K | Hold |
75
| – | – | ﹤0.01% | 739 |
|
|
2024
Q1 | $7.51K | Hold |
75
| – | – | ﹤0.01% | 709 |
|
|
2023
Q4 | $7.11K | Hold |
75
| – | – | ﹤0.01% | 637 |
|
|
2023
Q3 | $7.81K | Sell |
75
-105
| -58% | -$10.9K | ﹤0.01% | 675 |
|
|
2023
Q2 | $21.8K | Sell |
180
-14
| -7% | -$1.69K | ﹤0.01% | 574 |
|
|
2023
Q1 | $21.5K | Hold |
194
| – | – | ﹤0.01% | 591 |
|
|
2022
Q4 | $19.6K | Sell |
194
-606
| -76% | -$61.2K | ﹤0.01% | 584 |
|
|
2022
Q3 | $77K | Buy |
800
+606
| +312% | +$58.3K | 0.01% | 421 |
|
|
2022
Q2 | $19K | Buy |
+194
| New | +$19K | ﹤0.01% | 581 |
|
|
2022
Q1 | – | Sell |
-100
| Closed | -$11K | – | 628 |
|
|
2021
Q4 | $11K | Buy |
+100
| New | +$11K | ﹤0.01% | 661 |
|
|
2021
Q3 | – | Sell |
-100
| Closed | -$14K | – | 604 |
|
|
2021
Q2 | $14K | Hold |
100
| – | – | ﹤0.01% | 609 |
|
|
2021
Q1 | $13K | Hold |
100
| – | – | ﹤0.01% | 608 |
|
|
2020
Q4 | $10K | Hold |
100
| – | – | ﹤0.01% | 629 |
|
|
2020
Q3 | $9K | Hold |
100
| – | – | ﹤0.01% | 617 |
|
|
2020
Q2 | $9K | Sell |
100
-300
| -75% | -$27K | ﹤0.01% | 639 |
|
|
2020
Q1 | $19K | Hold |
400
| – | – | ﹤0.01% | 574 |
|
|
2019
Q4 | $41K | Hold |
400
| – | – | ﹤0.01% | 500 |
|
|
2019
Q3 | $35K | Hold |
400
| – | – | ﹤0.01% | 530 |
|
|
2019
Q2 | $36K | Sell |
400
-40
| -9% | -$3.6K | ﹤0.01% | 530 |
|
|
2019
Q1 | $37K | Hold |
440
| – | – | ﹤0.01% | 516 |
|
|
2018
Q4 | $34K | Sell |
440
-430
| -49% | -$33.2K | ﹤0.01% | 525 |
|
|
2018
Q3 | $88K | Sell |
870
-37
| -4% | -$3.74K | 0.01% | 430 |
|
|
2018
Q2 | $111K | Sell |
907
-46
| -5% | -$5.63K | 0.01% | 399 |
|
|
2018
Q1 | $109K | Sell |
953
-150
| -14% | -$17.2K | 0.01% | 387 |
|
|
2017
Q4 | $137K | Sell |
1,103
-106
| -9% | -$13.2K | 0.01% | 365 |
|
|
2017
Q3 | $126K | Buy |
1,209
+26
| +2% | +$2.71K | 0.01% | 376 |
|
|
2017
Q2 | $109K | Buy |
1,183
+673
| +132% | +$62K | 0.01% | 401 |
|
|
2017
Q1 | $43K | Sell |
510
-45
| -8% | -$3.79K | ﹤0.01% | 501 |
|
|
2016
Q4 | $46K | Hold |
555
| – | – | 0.01% | 488 |
|
|
2016
Q3 | $43K | Hold |
555
| – | – | 0.01% | 450 |
|
|
2016
Q2 | $45K | Buy |
555
+330
| +147% | +$26.8K | 0.01% | 402 |
|
|
2016
Q1 | $22K | Hold |
225
| – | – | ﹤0.01% | 514 |
|
|
2015
Q4 | $19K | Hold |
225
| – | – | ﹤0.01% | 539 |
|
|
2015
Q3 | $27K | Hold |
225
| – | – | ﹤0.01% | 487 |
|
|
2015
Q2 | $33K | Hold |
225
| – | – | ﹤0.01% | 466 |
|
|
2015
Q1 | $32K | Sell |
225
-150
| -40% | -$21.3K | ﹤0.01% | 465 |
|
|
2014
Q4 | $57K | Sell |
375
-250
| -40% | -$38K | 0.01% | 377 |
|
|
2014
Q3 | $94K | Sell |
625
-35
| -5% | -$5.26K | 0.01% | 312 |
|
|
2014
Q2 | $86K | Sell |
660
-40
| -6% | -$5.21K | 0.01% | 314 |
|
|
2014
Q1 | $98K | Sell |
700
-500
| -42% | -$70K | 0.02% | 289 |
|
|
2013
Q4 | $175K | Hold |
1,200
| – | – | 0.03% | 232 |
|
|
2013
Q3 | $155K | Hold |
1,200
| – | – | 0.03% | 235 |
|
|
2013
Q2 | $114K | Buy |
+1,200
| New | +$114K | 0.02% | 258 |
|