WBI Investments’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.47M | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $660K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $7.13M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $2.93M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $2.79M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $1.91M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $1.13M | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $8.33M | Buy |
|