WealthShield Partners’s Polaris PII Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-102
Closed -$14K 593
2021
Q2
$14K Sell
102
-1,152
-92% -$158K ﹤0.01% 710
2021
Q1
$167K Sell
1,254
-1,166
-48% -$155K 0.03% 274
2020
Q4
$231K Buy
+2,420
New +$231K 0.04% 266