PWAG
Polaris Wealth Advisory Group’s Aptiv APTV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-484
| Closed | -$41K | – | 159 |
|
|
2018
Q3 | $41K | Sell |
484
-254,051
| -100% | -$21.5M | ﹤0.01% | 264 |
|
|
2018
Q2 | $21.6M | Sell |
254,535
-113
| -0% | -$9.6K | 1.83% | 23 |
|
|
2018
Q1 | $21.6M | Buy |
254,648
+24,413
| +11% | +$2.07M | 1.76% | 24 |
|
|
2017
Q4 | $19.5M | Buy |
230,235
+12,389
| +6% | +$1.05M | 1.6% | 27 |
|
|
2017
Q3 | $21.4M | Sell |
217,846
-35,570
| -14% | -$3.5M | 1.89% | 16 |
|
|
2017
Q2 | $22.2M | Buy |
253,416
+42,586
| +20% | +$3.73M | 2.53% | 9 |
|
|
2017
Q1 | $17M | Buy |
210,830
+193,815
| +1,139% | +$15.6M | 1.85% | 26 |
|
|
2016
Q4 | $1.15M | Sell |
17,015
-172
| -1% | -$11.6K | 0.13% | 68 |
|
|
2016
Q3 | $1.23M | Buy |
+17,187
| New | +$1.23M | 0.15% | 60 |
|
|
2014
Q3 | – | Sell |
-33,614
| Closed | -$2.31M | – | 69 |
|
|
2014
Q2 | $2.31M | Buy |
33,614
+2,048
| +6% | +$141K | 0.51% | 40 |
|
|
2014
Q1 | $2.14M | Buy |
31,566
+5,188
| +20% | +$352K | 0.5% | 38 |
|
|
2013
Q4 | $1.59M | Buy |
26,378
+3,798
| +17% | +$228K | 0.39% | 48 |
|
|
2013
Q3 | $1.32M | Buy |
+22,580
| New | +$1.32M | 0.41% | 33 |
|