Wealthfront’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-269
| Closed | -$32K | – | 845 |
|
|
2015
Q3 | $32K | Buy |
269
+138
| +105% | +$16.4K | ﹤0.01% | 606 |
|
|
2015
Q2 | $19K | Buy |
131
+121
| +1,210% | +$17.6K | ﹤0.01% | 655 |
|
|
2015
Q1 | $1K | Buy |
10
+8
| +400% | +$800 | ﹤0.01% | 1123 |
|
|
2014
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 905 |
|