WealthPlan Investment Management’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,956
| Closed | -$412K | – | 198 |
|
|
2023
Q3 | $412K | Buy |
3,956
+1,241
| +46% | +$129K | 0.07% | 124 |
|
|
2023
Q2 | $328K | Sell |
2,715
-1,929
| -42% | -$233K | 0.1% | 110 |
|
|
2023
Q1 | $514K | Sell |
4,644
-342
| -7% | -$37.8K | 0.09% | 115 |
|
|
2022
Q4 | $584K | Sell |
4,986
-434
| -8% | -$50.8K | 0.04% | 237 |
|
|
2022
Q3 | $586K | Buy |
+5,420
| New | +$586K | 0.04% | 223 |
|
|
2022
Q1 | $13.6M | Buy |
+142,910
| New | +$13.6M | 0.94% | 34 |
|