PWAG
Polaris Wealth Advisory Group’s Avantor AVTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-69,168
| Closed | -$2.92M | – | 161 |
|
|
2021
Q4 | $2.92M | Buy |
69,168
+38,136
| +123% | +$1.61M | 0.17% | 85 |
|
|
2021
Q3 | $1.27M | Buy |
31,032
+10,402
| +50% | +$426K | 0.08% | 96 |
|
|
2021
Q2 | $747K | Sell |
20,630
-400
| -2% | -$14.5K | 0.04% | 103 |
|
|
2021
Q1 | $667K | Sell |
21,030
-176,113
| -89% | -$5.59M | 0.04% | 107 |
|
|
2020
Q4 | $5.72M | Buy |
197,143
+25,008
| +15% | +$725K | 0.43% | 73 |
|
|
2020
Q3 | $4.04M | Buy |
+172,135
| New | +$4.04M | 0.38% | 70 |
|