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WealthOne’s Polaris PII Stock Holding History

WealthOne’s Portfolio PII Stock Details PII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-1,884
Closed -$144K – 431
2018
Q4 		$144K Buy
+1,884
New +$144K 0.13% 97