PWAG
Polaris Wealth Advisory Group’s Acacia Research ACTG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-49,077
| Closed | -$760K | – | 77 |
|
|
2014
Q3 | $760K | Hold |
49,077
| – | – | 0.17% | 48 |
|
|
2014
Q2 | $871K | Hold |
49,077
| – | – | 0.19% | 49 |
|
|
2014
Q1 | $750K | Hold |
49,077
| – | – | 0.18% | 51 |
|
|
2013
Q4 | $714K | Buy |
49,077
+857
| +2% | +$12.5K | 0.18% | 53 |
|
|
2013
Q3 | $1.11M | Hold |
48,220
| – | – | 0.35% | 42 |
|
|
2013
Q2 | $1.08M | Buy |
+48,220
| New | +$1.08M | 0.43% | 16 |
|