Zullo Investment Group’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-535
| Closed | -$54K | – | 545 |
|
|
2022
Q4 | $54K | Hold |
535
| – | – | 0.03% | 263 |
|
|
2022
Q3 | $51K | Sell |
535
-23
| -4% | -$2.19K | 0.03% | 268 |
|
|
2022
Q2 | $55K | Sell |
558
-11
| -2% | -$1.08K | 0.03% | 275 |
|
|
2022
Q1 | $60K | Sell |
569
-10
| -2% | -$1.05K | 0.03% | 282 |
|
|
2021
Q4 | $64K | Buy |
+579
| New | +$64K | 0.03% | 275 |
|