PWAG
Polaris Wealth Advisory Group’s Aflac AFL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-366
| Closed | -$17K | – | 151 |
|
|
2018
Q3 | $17K | Buy |
+366
| New | +$17K | ﹤0.01% | 336 |
|
|
2018
Q2 | – | Sell |
-366
| Closed | -$16K | – | 252 |
|
|
2018
Q1 | $16K | Buy |
+366
| New | +$16K | ﹤0.01% | 313 |
|
|
2014
Q1 | – | Sell |
-29,998
| Closed | -$2M | – | 160 |
|
|
2013
Q4 | $2M | Buy |
29,998
+5,748
| +24% | +$384K | 0.49% | 27 |
|
|
2013
Q3 | $1.5M | Buy |
24,250
+9,410
| +63% | +$583K | 0.47% | 20 |
|
|
2013
Q2 | $863K | Buy |
+14,840
| New | +$863K | 0.35% | 22 |
|