WWM
Willingdon Wealth Management’s Polaris PII Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-103
| Closed | -$8K | – | 388 |
|
|
2018
Q4 | $8K | Sell |
103
-41
| -28% | -$3.18K | ﹤0.01% | 275 |
|
|
2018
Q3 | $15K | Hold |
144
| – | – | ﹤0.01% | 277 |
|
|
2018
Q2 | $18K | Hold |
144
| – | – | 0.01% | 242 |
|
|
2018
Q1 | $16K | Hold |
144
| – | – | 0.01% | 233 |
|
|
2017
Q4 | $18K | Sell |
144
-169
| -54% | -$21.1K | 0.01% | 203 |
|
|
2017
Q3 | $33K | Buy |
+313
| New | +$33K | 0.01% | 166 |
|