United Capital Management of KS’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-37,063
| Closed | -$3.86M | – | 79 |
|
|
2023
Q3 | $3.86M | Buy |
37,063
+1,138
| +3% | +$119K | 1.31% | 28 |
|
|
2023
Q2 | $4.34M | Buy |
35,925
+1,729
| +5% | +$209K | 1.39% | 25 |
|
|
2023
Q1 | $3.78M | Buy |
34,196
+16,594
| +94% | +$1.84M | 1.41% | 28 |
|
|
2022
Q4 | $1.78M | Buy |
17,602
+1,232
| +8% | +$124K | 0.73% | 49 |
|
|
2022
Q3 | $1.57M | Buy |
+16,370
| New | +$1.57M | 0.73% | 51 |
|