Zacks Investment Management’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-22,151
| Closed | -$2.31M | – | 665 |
|
|
2023
Q3 | $2.31M | Sell |
22,151
-775
| -3% | -$80.7K | 0.03% | 253 |
|
|
2023
Q2 | $2.77M | Sell |
22,926
-643
| -3% | -$77.8K | 0.03% | 242 |
|
|
2023
Q1 | $2.61M | Buy |
+23,569
| New | +$2.61M | 0.03% | 246 |
|
|
2018
Q1 | – | Sell |
-1,632
| Closed | -$202K | – | 594 |
|
|
2017
Q4 | $202K | Buy |
+1,632
| New | +$202K | ﹤0.01% | 528 |
|
|
2014
Q4 | – | Sell |
-3,067
| Closed | -$459K | – | 722 |
|
|
2014
Q3 | $459K | Buy |
3,067
+1,296
| +73% | +$194K | 0.02% | 432 |
|
|
2014
Q2 | $231K | Sell |
1,771
-2
| -0.1% | -$261 | 0.01% | 626 |
|
|
2014
Q1 | $248K | Sell |
1,773
-2,089
| -54% | -$292K | 0.01% | 578 |
|
|
2013
Q4 | $562K | Sell |
3,862
-632
| -14% | -$92K | 0.02% | 345 |
|
|
2013
Q3 | $581K | Sell |
4,494
-2,078
| -32% | -$269K | 0.03% | 302 |
|
|
2013
Q2 | $624K | Buy |
+6,572
| New | +$624K | 0.03% | 276 |
|