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V Wealth Advisors’s Polaris PII Stock Holding History

V Wealth Advisors’s Portfolio PII Stock Details PII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-3,710
Closed -$495K – 474
2021
Q1 		$495K Sell
3,710
-100
-3% -$13.3K 0.09% 248
2020
Q4 		$363K Sell
3,810
-100
-3% -$9.53K 0.08% 270
2020
Q3 		$369K Buy
+3,910
New +$369K 0.26% 104