YorkBridge Wealth Partners’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-150
| Closed | -$13K | – | 765 |
|
|
2019
Q1 | $13K | Hold |
150
| – | – | 0.01% | 531 |
|
|
2018
Q4 | $12K | Hold |
150
| – | – | 0.01% | 549 |
|
|
2018
Q3 | $15K | Hold |
150
| – | – | 0.01% | 569 |
|
|
2018
Q2 | $18K | Hold |
150
| – | – | 0.01% | 559 |
|
|
2018
Q1 | $19K | Hold |
150
| – | – | 0.01% | 541 |
|
|
2017
Q4 | $16K | Sell |
150
-80
| -35% | -$8.53K | 0.01% | 580 |
|
|
2017
Q3 | $24K | Hold |
230
| – | – | 0.01% | 477 |
|
|
2017
Q2 | $22K | Hold |
230
| – | – | 0.01% | 484 |
|
|
2017
Q1 | $20K | Hold |
230
| – | – | 0.01% | 510 |
|
|
2016
Q4 | $21K | Buy |
+230
| New | +$21K | 0.01% | 470 |
|