Veritable’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-4,238
| Closed | -$347K | – | 734 |
|
|
2016
Q2 | $347K | Buy |
4,238
+126
| +3% | +$10.3K | 0.01% | 529 |
|
|
2016
Q1 | $405K | Buy |
4,112
+1,192
| +41% | +$117K | 0.01% | 491 |
|
|
2015
Q4 | $251K | Buy |
+2,920
| New | +$251K | 0.01% | 630 |
|
|
2015
Q2 | – | Sell |
-2,481
| Closed | -$350K | – | 836 |
|
|
2015
Q1 | $350K | Sell |
2,481
-19
| -0.8% | -$2.68K | 0.01% | 709 |
|
|
2014
Q4 | $378K | Sell |
2,500
-562
| -18% | -$85K | 0.01% | 685 |
|
|
2014
Q3 | $459K | Buy |
3,062
+93
| +3% | +$13.9K | 0.01% | 625 |
|
|
2014
Q2 | $387K | Sell |
2,969
-320
| -10% | -$41.7K | 0.01% | 676 |
|
|
2014
Q1 | $460K | Buy |
3,289
+132
| +4% | +$18.5K | 0.01% | 610 |
|
|
2013
Q4 | $460K | Buy |
3,157
+21
| +0.7% | +$3.06K | 0.01% | 603 |
|
|
2013
Q3 | $405K | Buy |
3,136
+268
| +9% | +$34.6K | 0.01% | 633 |
|
|
2013
Q2 | $272K | Buy |
+2,868
| New | +$272K | 0.01% | 754 |
|