Winslow Evans & Crocker’s Polaris PII Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-105
| Closed | -$9.68K | – | 1218 |
|
|
2017
Q2 | $9.68K | Sell |
105
-1
| -0.9% | -$92 | ﹤0.01% | 924 |
|
|
2017
Q1 | $8.8K | Hold |
106
| – | – | ﹤0.01% | 919 |
|
|
2016
Q4 | $8.65K | Hold |
106
| – | – | ﹤0.01% | 916 |
|
|
2016
Q3 | $8.13K | Sell |
106
-230
| -68% | -$17.6K | ﹤0.01% | 954 |
|
|
2016
Q2 | $27.4K | Buy |
336
+1
| +0.3% | +$82 | 0.01% | 633 |
|
|
2016
Q1 | $33K | Sell |
335
-17
| -5% | -$1.67K | 0.01% | 588 |
|
|
2015
Q4 | $30.1K | Sell |
352
-224
| -39% | -$19.1K | 0.01% | 650 |
|
|
2015
Q3 | $68.9K | Sell |
576
-10
| -2% | -$1.2K | 0.02% | 459 |
|
|
2015
Q2 | $86.6K | Sell |
586
-290
| -33% | -$42.9K | 0.02% | 446 |
|
|
2015
Q1 | $123K | Sell |
876
-140
| -14% | -$19.7K | 0.03% | 384 |
|
|
2014
Q4 | $154K | Sell |
1,016
-230
| -18% | -$34.8K | 0.04% | 326 |
|
|
2014
Q3 | $186K | Sell |
1,246
-59
| -5% | -$8.83K | 0.05% | 314 |
|
|
2014
Q2 | $170K | Buy |
1,305
+305
| +31% | +$39.7K | 0.06% | 284 |
|
|
2014
Q1 | $140K | Hold |
1,000
| – | – | 0.05% | 307 |
|
|
2013
Q4 | $146K | Buy |
+1,000
| New | +$146K | 0.05% | 315 |
|