PWAG
Polaris Wealth Advisory Group’s Bunge Global BG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-25,828
| Closed | -$1.79M | – | 145 |
|
|
2017
Q3 | $1.79M | Buy |
25,828
+5,575
| +28% | +$387K | 0.16% | 72 |
|
|
2017
Q2 | $1.51M | Buy |
20,253
+1,533
| +8% | +$114K | 0.17% | 63 |
|
|
2017
Q1 | $1.48M | Buy |
+18,720
| New | +$1.48M | 0.16% | 64 |
|
|
2014
Q1 | – | Sell |
-3,782
| Closed | -$311K | – | 165 |
|
|
2013
Q4 | $311K | Buy |
+3,782
| New | +$311K | 0.08% | 74 |
|