Wright Investors Service’s Polaris PII Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q2 | – | Sell |
-2,275
| Closed | -$318K | – | 230 |
|
2014
Q1 | $318K | Buy |
+2,275
| New | +$318K | 0.14% | 178 |
|
2013
Q4 | – | Sell |
-3,976
| Closed | -$514K | – | 229 |
|
2013
Q3 | $514K | Buy |
3,976
+1,470
| +59% | +$190K | 0.23% | 136 |
|
2013
Q2 | $238K | Buy |
+2,506
| New | +$238K | 0.11% | 196 |
|