Westside Investment Management’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.8K | Buy |
293
+202
| +222% | +$8.82K | ﹤0.01% | 848 |
|
|
2025
Q1 | $3.74K | Buy |
91
+1
| +1% | +$41 | ﹤0.01% | 821 |
|
|
2024
Q4 | $5.19K | Buy |
90
+1
| +1% | +$58 | ﹤0.01% | 773 |
|
|
2024
Q3 | $7.41K | Buy |
89
+1
| +1% | +$83 | ﹤0.01% | 727 |
|
|
2024
Q2 | $6.92K | Buy |
88
+1
| +1% | +$79 | ﹤0.01% | 714 |
|
|
2024
Q1 | $8.77K | Buy |
87
+1
| +1% | +$101 | ﹤0.01% | 653 |
|
|
2023
Q4 | $8.24K | Hold |
86
| – | – | ﹤0.01% | 630 |
|
|
2023
Q3 | $8.99K | Buy |
86
+1
| +1% | +$105 | ﹤0.01% | 604 |
|
|
2023
Q2 | $10.4K | Hold |
85
| – | – | ﹤0.01% | 583 |
|
|
2023
Q1 | $9.45K | Buy |
85
+1
| +1% | +$111 | ﹤0.01% | 602 |
|
|
2022
Q4 | $8 | Hold |
84
| – | – | ﹤0.01% | 636 |
|
|
2022
Q3 | $8 | Buy |
84
+1
| +1% | – | ﹤0.01% | 633 |
|
|
2022
Q2 | $8 | Hold |
83
| – | – | ﹤0.01% | 633 |
|
|
2022
Q1 | $8 | Buy |
83
+1
| +1% | – | ﹤0.01% | 640 |
|
|
2021
Q4 | $9 | Hold |
82
| – | – | ﹤0.01% | 608 |
|
|
2021
Q3 | $9 | Buy |
82
+1
| +1% | – | ﹤0.01% | 592 |
|
|
2021
Q2 | $11 | Hold |
81
| – | – | ﹤0.01% | 562 |
|
|
2021
Q1 | $10 | Hold |
81
| – | – | ﹤0.01% | 559 |
|
|
2020
Q4 | $7 | Buy |
81
+1
| +1% | – | ﹤0.01% | 531 |
|
|
2020
Q3 | $7 | Sell |
80
-51
| -39% | -$4 | ﹤0.01% | 524 |
|
|
2020
Q2 | $12 | Buy |
131
+1
| +0.8% | – | ﹤0.01% | 463 |
|
|
2020
Q1 | $6 | Buy |
+130
| New | +$6 | ﹤0.01% | 519 |
|
|
2019
Q2 | $11 | Buy |
+127
| New | +$11 | ﹤0.01% | 461 |
|
|
2018
Q4 | $9.67K | Buy |
126
+44
| +54% | +$3.38K | ﹤0.01% | 477 |
|
|
2018
Q3 | $8.35K | Sell |
82
-1
| -1% | -$102 | ﹤0.01% | 526 |
|
|
2018
Q2 | $10.2K | Buy |
83
+1
| +1% | +$123 | ﹤0.01% | 561 |
|
|
2018
Q1 | $9.28K | Buy |
82
+1
| +1% | +$113 | 0.01% | 561 |
|
|
2017
Q4 | $10.5K | Hold |
81
| – | – | 0.01% | 550 |
|
|
2017
Q3 | $8.52K | Hold |
81
| – | – | 0.01% | 586 |
|
|
2017
Q2 | $7.21K | Hold |
81
| – | – | ﹤0.01% | 604 |
|
|
2017
Q1 | $6.48K | Buy |
81
+1
| +1% | +$80 | ﹤0.01% | 587 |
|
|
2016
Q4 | $6.58K | Buy |
+80
| New | +$6.58K | ﹤0.01% | 475 |
|