Wealth Enhancement Advisory Services’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.77M | Buy |
59,566
+49,143
| +471% | +$2.28M | ﹤0.01% | 1197 |
|
|
2025
Q1 | $427K | Buy |
10,423
+6,453
| +163% | +$264K | ﹤0.01% | 2149 |
|
|
2024
Q4 | $229K | Buy |
3,970
+551
| +16% | +$31.7K | ﹤0.01% | 2572 |
|
|
2024
Q3 | $285K | Sell |
3,419
-12
| -0.3% | -$999 | ﹤0.01% | 2195 |
|
|
2024
Q2 | $269K | Sell |
3,431
-450
| -12% | -$35.2K | ﹤0.01% | 2060 |
|
|
2024
Q1 | $389K | Sell |
3,881
-985
| -20% | -$98.6K | ﹤0.01% | 1741 |
|
|
2023
Q4 | $461K | Sell |
4,866
-1,164
| -19% | -$110K | ﹤0.01% | 1550 |
|
|
2023
Q3 | $628K | Buy |
+6,030
| New | +$628K | ﹤0.01% | 1300 |
|
|
2018
Q1 | – | Sell |
-9,233
| Closed | -$1.2M | – | 173 |
|
|
2017
Q4 | $1.2M | Buy |
+9,233
| New | +$1.2M | 0.09% | 97 |
|