Vontobel Holding’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,257
| Closed | -$360K | – | 1136 |
|
|
2023
Q1 | $360K | Sell |
3,257
-185
| -5% | -$20.5K | ﹤0.01% | 848 |
|
|
2022
Q4 | $348K | Sell |
3,442
-808
| -19% | -$81.6K | ﹤0.01% | 858 |
|
|
2022
Q3 | $407K | Sell |
4,250
-256
| -6% | -$24.5K | ﹤0.01% | 775 |
|
|
2022
Q2 | $447K | Buy |
+4,506
| New | +$447K | ﹤0.01% | 752 |
|