WealthPLAN Partners’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-106
| Closed | -$12.8K | – | 904 |
|
|
2023
Q2 | $12.8K | Sell |
106
-101
| -49% | -$12.2K | ﹤0.01% | 751 |
|
|
2023
Q1 | $22.9K | Sell |
207
-4,779
| -96% | -$528K | ﹤0.01% | 699 |
|
|
2022
Q4 | $586K | Buy |
+4,986
| New | +$586K | 0.04% | 237 |
|
|
2022
Q1 | $13.6M | Buy |
142,910
+50,505
| +55% | +$4.79M | 0.94% | 34 |
|
|
2021
Q4 | $10.4M | Buy |
92,405
+17,448
| +23% | +$1.96M | 0.69% | 51 |
|
|
2021
Q3 | $8.34M | Buy |
+74,957
| New | +$8.34M | 0.55% | 59 |
|