PWAG
Polaris Wealth Advisory Group’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-15,875
| Closed | -$2.31M | – | 149 |
|
|
2019
Q2 | $2.31M | Buy |
15,875
+7,817
| +97% | +$1.14M | 0.18% | 83 |
|
|
2019
Q1 | $1.07M | Buy |
8,058
+4,892
| +155% | +$649K | 0.08% | 104 |
|
|
2018
Q4 | $330K | Buy |
3,166
+1,540
| +95% | +$161K | 0.03% | 119 |
|
|
2018
Q3 | $240K | Buy |
+1,626
| New | +$240K | 0.02% | 145 |
|