Valeo Financial Advisors’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-39
| Closed | -$5K | – | 1357 |
|
|
2021
Q1 | $5K | Hold |
39
| – | – | ﹤0.01% | 1489 |
|
|
2020
Q4 | $4K | Hold |
39
| – | – | ﹤0.01% | 1397 |
|
|
2020
Q3 | $4K | Hold |
39
| – | – | ﹤0.01% | 1263 |
|
|
2020
Q2 | $4K | Sell |
39
-100
| -72% | -$10.3K | ﹤0.01% | 1525 |
|
|
2020
Q1 | $8K | Buy |
139
+39
| +39% | +$2.25K | ﹤0.01% | 1127 |
|
|
2019
Q4 | $10K | Hold |
100
| – | – | ﹤0.01% | 1098 |
|
|
2019
Q3 | $9K | Hold |
100
| – | – | ﹤0.01% | 1050 |
|
|
2019
Q2 | $9K | Hold |
100
| – | – | ﹤0.01% | 1054 |
|
|
2019
Q1 | $8K | Hold |
100
| – | – | ﹤0.01% | 1028 |
|
|
2018
Q4 | $8K | Hold |
100
| – | – | ﹤0.01% | 942 |
|
|
2018
Q3 | $9K | Hold |
100
| – | – | ﹤0.01% | 996 |
|
|
2018
Q2 | $11K | Sell |
100
-118
| -54% | -$13K | ﹤0.01% | 915 |
|
|
2018
Q1 | $25K | Buy |
218
+118
| +118% | +$13.5K | ﹤0.01% | 654 |
|
|
2017
Q4 | $12K | Buy |
+100
| New | +$12K | ﹤0.01% | 793 |
|