PWAG

Polaris Wealth Advisory Group’s Broadridge BR Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$485K	Buy	+2,707	New	+$485K	0.04%	133
2023 Q2	–	Sell	-2,707	Closed	-$397K	–	149
2023 Q1	$397K	Hold	2,707	–	–	0.03%	139
2022 Q4	$389K	Hold	2,707	–	–	0.03%	142
2022 Q3	$389K	Hold	2,707	–	–	0.03%	126
2022 Q2	$386K	Hold	2,707	–	–	0.03%	111
2022 Q1	$430K	Hold	2,707	–	–	0.03%	122
2021 Q4	$495K	Hold	2,707	–	–	0.03%	128
2021 Q3	$457K	Hold	2,707	–	–	0.03%	121
2021 Q2	$441K	Hold	2,707	–	–	0.03%	123
2021 Q1	$422K	Hold	2,707	–	–	0.03%	131
2020 Q4	$423K	Hold	2,707	–	–	0.03%	139
2020 Q3	$369K	Hold	2,707	–	–	0.03%	120
2020 Q2	$345K	Buy	2,707 +480	+22%	+$61.2K	0.03%	117
2020 Q1	$211K	Hold	2,227	–	–	0.02%	109
2019 Q4	$288K	Hold	2,227	–	–	0.02%	129
2019 Q3	$271K	Hold	2,227	–	–	0.02%	130
2019 Q2	$288K	Hold	2,227	–	–	0.02%	124
2019 Q1	$234K	Hold	2,227	–	–	0.02%	143
2018 Q4	$214K	Hold	2,227	–	–	0.02%	138
2018 Q3	$294K	Buy	+2,227	New	+$294K	0.02%	129
2018 Q2	–	Sell	-2,227	Closed	-$244K	–	271
2018 Q1	$244K	Hold	2,227	–	–	0.02%	125
2017 Q4	$202K	Buy	+2,227	New	+$202K	0.02%	141
2013 Q4	–	Sell	-18,072	Closed	-$574K	–	185
2013 Q3	$574K	Buy	18,072 +6,190	+52%	+$197K	0.18%	47
2013 Q2	$316K	Buy	+11,882	New	+$316K	0.13%	56