WealthSource Partners’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $426K | Hold |
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|
2023
Q3 | $469K | Sell |
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|
2023
Q2 | $726K | Hold |
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|
2023
Q1 | $664K | Hold |
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|
2022
Q4 | $606K | Hold |
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|
2022
Q3 | $574K | Hold |
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|
2022
Q2 | $596K | Hold |
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|
2022
Q1 | $632K | Hold |
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|
2021
Q4 | $659K | Sell |
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|
2021
Q3 | $723K | Sell |
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|
2021
Q2 | $829K | Hold |
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|
2021
Q1 | $808K | Sell |
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|
2020
Q4 | $580K | Buy |
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|
2020
Q3 | $566K | Sell |
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|
2020
Q2 | $577K | Hold |
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|
2020
Q1 | $300K | Hold |
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|
2019
Q4 | $634K | Hold |
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|
2019
Q3 | $549K | Sell |
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|
2019
Q2 | $675K | Buy |
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