West Branch Capital’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.83K | Hold |
45
| – | – | ﹤0.01% | 377 |
|
|
2025
Q1 | $1.84K | Hold |
45
| – | – | ﹤0.01% | 401 |
|
|
2024
Q4 | $2.59K | Sell |
45
-41
| -48% | -$2.36K | ﹤0.01% | 367 |
|
|
2024
Q3 | $7.16K | Hold |
86
| – | – | ﹤0.01% | 305 |
|
|
2024
Q2 | $6.74K | Hold |
86
| – | – | ﹤0.01% | 305 |
|
|
2024
Q1 | $8.61K | Hold |
86
| – | – | ﹤0.01% | 288 |
|
|
2023
Q4 | $8.15K | Hold |
86
| – | – | ﹤0.01% | 292 |
|
|
2023
Q3 | $8.96K | Hold |
86
| – | – | ﹤0.01% | 284 |
|
|
2023
Q2 | $10.4K | Hold |
86
| – | – | 0.01% | 278 |
|
|
2023
Q1 | $9.52K | Hold |
86
| – | – | 0.01% | 292 |
|
|
2022
Q4 | $8.69K | Hold |
86
| – | – | 0.01% | 299 |
|
|
2022
Q3 | $8K | Hold |
86
| – | – | 0.01% | 305 |
|
|
2022
Q2 | $9K | Hold |
86
| – | – | 0.01% | 290 |
|
|
2022
Q1 | $9K | Buy |
86
+45
| +110% | +$4.71K | ﹤0.01% | 304 |
|
|
2021
Q4 | $5K | Hold |
41
| – | – | ﹤0.01% | 385 |
|
|
2021
Q3 | $5K | Hold |
41
| – | – | ﹤0.01% | 363 |
|
|
2021
Q2 | $6K | Buy |
+41
| New | +$6K | ﹤0.01% | 359 |
|