PWAG
Polaris Wealth Advisory Group’s Best Buy BBY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-230,218
| Closed | -$15M | – | 161 |
|
|
2022
Q2 | $15M | Buy |
+230,218
| New | +$15M | 1.2% | 29 |
|
|
2020
Q4 | – | Sell |
-42,166
| Closed | -$4.89M | – | 177 |
|
|
2020
Q3 | $4.89M | Buy |
+42,166
| New | +$4.89M | 0.46% | 58 |
|
|
2020
Q1 | – | Sell |
-60,263
| Closed | -$5.36M | – | 123 |
|
|
2019
Q4 | $5.36M | Buy |
60,263
+15,428
| +34% | +$1.37M | 0.36% | 59 |
|
|
2019
Q3 | $2.92M | Buy |
+44,835
| New | +$2.92M | 0.24% | 72 |
|
|
2019
Q1 | – | Sell |
-303,016
| Closed | -$16M | – | 152 |
|
|
2018
Q4 | $16M | Buy |
+303,016
| New | +$16M | 1.51% | 32 |
|