PWAG
Polaris Wealth Advisory Group’s Ball Corp BALL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $314K | Buy |
+6,299
| New | +$314K | 0.02% | 144 |
|
|
2023
Q2 | – | Sell |
-6,299
| Closed | -$347K | – | 145 |
|
|
2023
Q1 | $347K | Hold |
6,299
| – | – | 0.03% | 147 |
|
|
2022
Q4 | $355K | Hold |
6,299
| – | – | 0.03% | 149 |
|
|
2022
Q3 | $311K | Hold |
6,299
| – | – | 0.03% | 138 |
|
|
2022
Q2 | $433K | Hold |
6,299
| – | – | 0.03% | 106 |
|
|
2022
Q1 | $553K | Buy |
6,299
+2,035
| +48% | +$179K | 0.04% | 111 |
|
|
2021
Q4 | $410K | Hold |
4,264
| – | – | 0.02% | 135 |
|
|
2021
Q3 | $392K | Hold |
4,264
| – | – | 0.02% | 131 |
|
|
2021
Q2 | $351K | Buy |
+4,264
| New | +$351K | 0.02% | 133 |
|
|
2015
Q1 | – | Sell |
-7,920
| Closed | -$540K | – | 77 |
|
|
2014
Q4 | $540K | Buy |
7,920
+190
| +2% | +$13K | 0.11% | 60 |
|
|
2014
Q3 | $489K | Buy |
7,730
+565
| +8% | +$35.7K | 0.11% | 57 |
|
|
2014
Q2 | $449K | Buy |
+7,165
| New | +$449K | 0.1% | 58 |
|