Ulland Investment Advisors’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1K | Hold |
13
| – | – | ﹤0.01% | 207 |
|
|
2025
Q1 | $1K | Hold |
13
| – | – | ﹤0.01% | 211 |
|
|
2024
Q4 | $1K | Hold |
13
| – | – | ﹤0.01% | 205 |
|
|
2024
Q3 | $1K | Hold |
13
| – | – | ﹤0.01% | 197 |
|
|
2024
Q2 | $1K | Hold |
13
| – | – | ﹤0.01% | 215 |
|
|
2024
Q1 | $1K | Hold |
13
| – | – | ﹤0.01% | 222 |
|
|
2023
Q4 | $1K | Hold |
13
| – | – | ﹤0.01% | 196 |
|
|
2023
Q3 | $1K | Hold |
13
| – | – | ﹤0.01% | 209 |
|
|
2023
Q2 | $2K | Hold |
13
| – | – | ﹤0.01% | 201 |
|
|
2023
Q1 | $1K | Hold |
13
| – | – | ﹤0.01% | 200 |
|
|
2022
Q4 | $1K | Hold |
13
| – | – | ﹤0.01% | 208 |
|
|
2022
Q3 | $1K | Hold |
13
| – | – | ﹤0.01% | 210 |
|
|
2022
Q2 | $1K | Hold |
13
| – | – | ﹤0.01% | 238 |
|
|
2022
Q1 | $1K | Hold |
13
| – | – | ﹤0.01% | 256 |
|
|
2021
Q4 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 212 |
|