Wealthspire Advisors (Maryland)’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,571
| Closed | -$133K | – | 1621 |
|
|
2019
Q1 | $133K | Buy |
1,571
+197
| +14% | +$16.7K | 0.01% | 553 |
|
|
2018
Q4 | $105K | Buy |
1,374
+23
| +2% | +$1.76K | 0.01% | 587 |
|
|
2018
Q3 | $136K | Sell |
1,351
-41
| -3% | -$4.13K | 0.01% | 568 |
|
|
2018
Q2 | $170K | Buy |
1,392
+53
| +4% | +$6.47K | 0.02% | 511 |
|
|
2018
Q1 | $153K | Sell |
1,339
-96
| -7% | -$11K | 0.01% | 558 |
|
|
2017
Q4 | $178K | Sell |
1,435
-104
| -7% | -$12.9K | 0.02% | 528 |
|
|
2017
Q3 | $161K | Sell |
1,539
-507
| -25% | -$53K | 0.02% | 551 |
|
|
2017
Q2 | $189K | Sell |
2,046
-127
| -6% | -$11.7K | 0.02% | 470 |
|
|
2017
Q1 | $182K | Sell |
2,173
-112
| -5% | -$9.38K | 0.03% | 424 |
|
|
2016
Q4 | $188K | Sell |
2,285
-48
| -2% | -$3.95K | 0.03% | 393 |
|
|
2016
Q3 | $181K | Sell |
2,333
-25
| -1% | -$1.94K | 0.03% | 409 |
|
|
2016
Q2 | $193K | Buy |
2,358
+995
| +73% | +$81.4K | 0.03% | 371 |
|
|
2016
Q1 | $134K | Sell |
1,363
-164
| -11% | -$16.1K | 0.02% | 455 |
|
|
2015
Q4 | $131K | Buy |
+1,527
| New | +$131K | 0.02% | 465 |
|