PWAG
CA
Polaris Wealth Advisory Group’s CA, Inc. CA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-12,914
| Closed | -$369K | – | 160 |
|
|
2015
Q4 | $369K | Buy |
+12,914
| New | +$369K | 0.06% | 110 |
|
|
2015
Q2 | – | Sell |
-172,635
| Closed | -$5.63M | – | 87 |
|
|
2015
Q1 | $5.63M | Buy |
172,635
+53,274
| +45% | +$1.74M | 1.02% | 23 |
|
|
2014
Q4 | $3.64M | Buy |
+119,361
| New | +$3.64M | 0.75% | 33 |
|
|
2014
Q1 | – | Sell |
-60,674
| Closed | -$2.04M | – | 219 |
|
|
2013
Q4 | $2.04M | Buy |
60,674
+56,254
| +1,273% | +$1.89M | 0.5% | 25 |
|
|
2013
Q3 | $131K | Buy |
4,420
+3,320
| +302% | +$98.5K | 0.04% | 64 |
|
|
2013
Q2 | $31.5K | Buy |
+1,100
| New | +$31.5K | 0.01% | 91 |
|