Wealthspire Advisors (New York)’s Polaris PII Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-4,173	Closed	-$557K	–	585
2021 Q1	$557K	Buy	4,173 +160	+4%	+$21.4K	0.01%	365
2020 Q4	$382K	Buy	+4,013	New	+$382K	0.01%	362