Wealth Quarterback’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $16K | Buy |
129
+1
| +0.8% | +$124 | 0.01% | 390 |
|
|
2021
Q2 | $18K | Buy |
+128
| New | +$18K | 0.01% | 373 |
|
|
2020
Q2 | – | Sell |
-157
| Closed | -$7.56K | – | 576 |
|
|
2020
Q1 | $7.56K | Sell |
157
-117
| -43% | -$5.64K | 0.01% | 532 |
|
|
2019
Q4 | $27.9K | Buy |
+274
| New | +$27.9K | 0.02% | 308 |
|