PWAG
Polaris Wealth Advisory Group’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-528,482
| Closed | -$38.2M | – | 178 |
|
|
2021
Q3 | $38.2M | Buy |
+528,482
| New | +$38.2M | 2.28% | 8 |
|
|
2020
Q3 | – | Sell |
-89,258
| Closed | -$4.49M | – | 158 |
|
|
2020
Q2 | $4.49M | Buy |
+89,258
| New | +$4.49M | 0.36% | 61 |
|
|
2018
Q4 | – | Sell |
-514
| Closed | -$37K | – | 186 |
|
|
2018
Q3 | $37K | Sell |
514
-189,299
| -100% | -$13.6M | ﹤0.01% | 271 |
|
|
2018
Q2 | $12.8M | Sell |
189,813
-646
| -0.3% | -$43.6K | 1.08% | 45 |
|
|
2018
Q1 | $12.9M | Buy |
190,459
+5,633
| +3% | +$380K | 1.05% | 45 |
|
|
2017
Q4 | $13.8M | Buy |
184,826
+6,266
| +4% | +$466K | 1.13% | 45 |
|
|
2017
Q3 | $13M | Buy |
+178,560
| New | +$13M | 1.14% | 41 |
|
|
2014
Q2 | – | Sell |
-839
| Closed | -$40K | – | 84 |
|
|
2014
Q1 | $40K | Buy |
+839
| New | +$40K | 0.01% | 104 |
|