PWAG
Polaris Wealth Advisory Group’s Ally Financial ALLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-254,466
| Closed | -$13.5M | – | 174 |
|
|
2021
Q3 | $13.5M | Sell |
254,466
-134,908
| -35% | -$7.14M | 0.81% | 42 |
|
|
2021
Q2 | $19.6M | Sell |
389,374
-3,476
| -0.9% | -$175K | 1.17% | 35 |
|
|
2021
Q1 | $18.5M | Buy |
392,850
+38,048
| +11% | +$1.79M | 1.19% | 35 |
|
|
2020
Q4 | $13.3M | Buy |
+354,802
| New | +$13.3M | 0.99% | 38 |
|
|
2020
Q2 | – | Sell |
-231,757
| Closed | -$3.34M | – | 146 |
|
|
2020
Q1 | $3.34M | Buy |
+231,757
| New | +$3.34M | 0.36% | 53 |
|